Importing with BrokerConnect - Charles Schwab

1. Make sure you have first linked your account with SnapTrade. Follow our instructions here: Linking Your Account with SnapTrade

2. Select the Account tab at the top, and click the Broker Connect button.

3. Select a date range, or click one of the radio buttons as seen below. There will be different selections per broker. Note, TradeLog will automatically select the From and To date based on your range selection, you can change the From and To date manually as well.

Note: For some brokers there will be a 90 day limit per import. If necessary, repeat steps 1 through 3 until all data has been imported.

4. Click OK to initiate the import. Your trades will be automatically imported and matched.