How to get broker's report from Webull
1. Log into your Webull Account.
2. Navigate to History.
Transactions import
Tips for importing transactions from your broker
How to get broker's report from Degiro
1. Login to your DEGIRO account
2. Navigate to Inbox
How to get brokers' report from Charles Schwab
1. Sign in to your Charles Schwab account.
2. Navigate
How to connect your Interactive Brokers account
When connecting to Interactive Brokers via Yodlee, you'll be asked
Connecting your brokerage with Yodlee
Overview
With brokerage connections your holdings will import and sync