Charles Schwab

Charles Schwab is a US online broker. Export your account history as a CSV and import it into Metrifly — Metrifly matches the columns automatically.

Direct link available

Charles Schwab can also be linked directly for automatic trade sync. On the Charles Schwab Add holdings page, choose Direct account link instead of uploading exports.

Export your transactions

1. Log in to schwab.com and open Accounts → History.
2. Select the account and a custom date range, then click Search.
3. Click Export at the top right.
4. Choose CSV and confirm the download.

The file is a CSV.

Import into Metrifly

Go to Transactions → Add Holdings, select Upload a file, and upload your file. Metrifly matches the columns in your Charles Schwab export automatically and previews the trades it found. Review the mapping, then click Import. See Import your trade history from a file for the full walkthrough.

Note

Some Schwab exports include a few metadata lines above the column headers. If Review does not detect the columns correctly, delete those preamble rows so the header row is first, then upload the file again.