Articles on: Importing Trades from brokers/platforms

How to Import Trades from ThinkOrSwim (TDA/Schwab) to TradesViz Step-by-Step Guide

Quick Start


To import your file from ThinkOrSwim (TDA/Schwab), visit https://tradesviz.com/import/.

Use the first dropdown to choose your trading account and the second dropdown to choose ThinkOrSwim (TDA/Schwab).


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


Broker-Specific Instructions


ThinkOrSwim (TDA/Schwab) Import Instructions

Currently Supported:


  • Stocks
  • Stock Options
  • Futures
  • Futures Options
  • Forex


This works for both TDA and Schwab's versions of ThinkorSwim.



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



  1. Login to your account in the ThinkOrSwim desktop application.
  2. Click on the "Monitor" tab on the top and then click on "Account Statements" tab.
  3. Make sure to select the an account on the top of TOS client window
  4. Select the date range (default: "1 days back from today") and filters according to your preferences.
  5. Please make sure all columns are expanded by clicking on the arrow icon ("More fields"/"Less fields") on the top right corner of order history tab and trade history tab (small triangles)
  6. On the top right side, click on the 3-lines button and select "Export to file".
  7. Save the CSV file anywhere you want and upload it by clicking on the "Choose File" box in this page.



Video guide: <https://www.youtube.com/watch?v=Lhi5gg4OTwU>


Note: trasactions.csv file from TD Ameritrade website does not work with this import format! Use "TDAmeritrade (transactions.csv)" selection under "Select Broker/Trading Platform" to import your transactions.csv file!


Note: If you are still having issues importing your TOS files, please try using "ThinkOrSwim (Alternative)" as platform selection above and try importing your file again.




Note: If your upload failed, then please check:


  • If there are entries in the trading entries "Cash balance section" section of your csv file.
  • If there are entries in the "Account Trade History" section of your csv file.
  • If "Trade Account History" section of your csv file has the columns "Exec Time", "Spread", "Side", "Qty", "Symbol" "Exp", "Strike", "Type" and "Price". Use default settings in ThinkorSwim client (Customize > Load defaults) if possible for error-free import.
  • If you have exported the file ONLY from ThinkorSwim client and not from TD Ameritrade website.


If you still have any other issues, please send us an email ([support@tradesviz.com](mailto:support@tradesviz.com?Subject=ThinkorSwim Import Issues)) and we'll get back to you within 48 hrs.


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

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