How to Import Trades from TDAmeritrade (Alt) Instructions to TradesViz Step-by-Step Guide

Quick Start

To import your file from TDAmeritrade (Alt) Instructions, visit https://tradesviz.com/import/.

Use the first dropdown to choose your trading account and the second dropdown to choose TDAmeritrade (Alt) Instructions.

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

Broker-Specific Instructions

TDAmeritrade (Alt) Instructions

Currently Supported:

• Stock
• Stock Options

Note: You can automatically sync your trades by connecting directly with Schwab! Learn more: https://tradesviz.com/blog/auto-import-schwab/

1. Log on to https://invest.ameritrade.com/
2. Click on "My account" tab and then select "Transactions" under "History and Statements"
3. Select your desired date range
4. Click on "Download"
5. Upload this file by clicking on the "Choose File" box in this page.

Note: Timestamp info (HH:MM:SS) is NOT available in the transactions.csv file that you upload. All dates will have a default time of 11:59:59.

It is suggested to use "ThinkorSwim" import format selection under "Select Broker/Trading Platform" if you want to import your recent trades (AccountStatement.csv).

Use this format only for importing all your old trades that are NOT available via the ThinkorSwim export.

Note: If your csv file is named "AccountStatement.csv", then use ThinkorSwim" import format selection under "Select Broker/Trading Platform".

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