Charles Schwab / ThinkOrSwim

How to export your CSV

1. Log in to schwab.com
2. Navigate to Accounts > History
3. Set the date range
4. Click Export to CSV
5. For ThinkOrSwim (TOS) format: in the TOS platform go to Monitor > Account Statement, set dates, then Export
6. Drag-drop the file onto our Import screen

Known quirks

• Two formats detected automatically: standard Schwab export and ThinkOrSwim (TOS) export
• TOS format includes Exec Time with full ISO datetime (execution time available)
• Standard format has date-only — execution time not available
• TOS option symbols use the '.AAPL250117C200' format — underlying extracted automatically
• TD Ameritrade accounts migrated to Schwab in 2024-2025; TOS exports are now under Schwab