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SchwabCharles Schwab Import Instructions:
There are now three different methods of importing transaction history from Charles Schwab into TradeLog® (select a method for detailed instructions):
1. Importing using BrokerConnect
BrokerConnect is the easiest and preferred method of importing.
2. Importing from a downloaded Export CSV file.
This is recommended when importing an entire year's worth of trade history. The csv file is limited to 1500 records. Unfortunately, there is no way to know ahead of time if the date range you have requested will exceed this limit. If the limit is exceeded, the file will contain no records and you will have to shorten the date range and try again.
3. Importing from the web using the online Account History report.
This report is most useful when importing a few days or weeks worth of data to keep yourself up to date. Each page of the report is limited to 50 records, but you may import each page one at a time. | ||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||
