Brokerage Import: Charles Schwab
StockMarketEye can import brokerage accounts from Charles Schwab.
There are 2 ways of importing your data from Charles Schwab:
- Import from a Charles Schwab CSV file
- Import from Charles Schwab using the Advanced Brokerage Import feature
I used to import from Charles Schwab using "direct connect". What should I do now?
Charles Schwab has stopped supporting "direct connect" imports from 3rd party applications like StockMarketEye.
If you were importing using from Charles Schwab using the "direct connect" method, we recommend that you now switch to use the CSV file import or Advanced Brokerage Import.
If you choose to use the CSV file import, we suggest exporting only the new transactions from Schwab. That is, on the "History" page in your Charles Schwab on-line account, use the "Date Range" to select only the transactions that are not currently in your StockMarketEye portfolio's Transactions report. Then import the CSV file into your existing StockMarketEye Schwab portfolio.
If you choose to use the Advanced Brokerage Import, we recommend following this link to connect your existing StockMarketEye portfolio to the linked brokerage account: