How to Import Trades from Schwab to TradesViz Step-by-Step Guide

Quick Start

To import your file from Schwab, visit https://tradesviz.com/import/.

Use the first dropdown to choose your trading account and the second dropdown to choose Schwab.

You can also open Import/Export from your profile menu in the top-right corner.

Broker-Specific Instructions

Schwab Import Instructions

Currently Supported:

• Stocks
• Options
• Futures

Note: If you are using csv file from ThinkorSwim platform, please choose "ThinkorSwim" from the platform list.

1. Log into your Schwab account.
2. Click on "Accounts" and then History.
3. Select the date range and click on "Go" to view all your trades.
4. Now click on the export Export link at the top right of the page and save the file in CSV format.
5. Upload the CSV file by clicking on the "Choose File" box in this page.

Alternative Instructions

Note: The file exported by following the above instructions will not have timestamp field. Please use the instructions below if you want your file to include timestamp information.

1. Log into your ScreetSmart Edge platform
2. Navigate to "Account Details" and then "Order Status"
3. Right-click anywhere over the Account Details area
4. Select "Export" and then select CSV format
5. Upload the CSV file by clicking on the "Choose File" box in this page.

Alternative instructions for Schwab StreetSmart Central (Note: This file does NOT have timestamps)

1. Log into your ScreetSmart Edge platform
2. Accounts and click on "Activity"
3. Choose your preferred date range and select "All trades" in the Type dropdown
4. Click on the "Download" icon at the top right corner > Click on "Excel" option
5. Open this xls file in Excel and save it as .csv
6. Upload the CSV file by clicking on the "Choose File" box in this page.

Troubleshooting

• Follow the exact export format shown below for your broker.
• If import fails, re-export a fresh file and try again.
• Ensure required columns are present and headers are unchanged.

Need Help?

Email support@tradesviz.com with your broker/platform details and a sample file attachment.

If your broker is not listed in our supported brokers list, send us the broker name,

website, and CSV/XLS/TXT export format so we can add support faster.

FAQ

Why does my import fail?

Most import failures happen due to changed export format, missing columns, or custom-edited files.

Can I import only a date range?

Yes. Export the date range you want from your broker and import that file into TradesViz.

What should I send support?

Share your broker name, export steps, and one sample file, then email everything to support@tradesviz.com so support can debug or add broker coverage quickly.

Updated on: 18/05/2026