- Sign in to your Charles Schwab account.
- Navigate to your trading account.
- Select the ‘Account’ dropdown menu.
- Select ‘History’ from the dropdown menu.
- Optional: Select your Brokerage Account and filter by Date Range.
- Click 'Export' in the top-right.
If this information is incorrect or you have a more detailed instruction please let us know at help@snowball-analytics.com. It will help other users a lot, thank you!
How to import new transactions
Later, when you'll start making new trades or receive dividends you can just get new statements from the date of your last import and upload them by clicking an Add button on a top panel -> Import a spreadsheet.
