To download data file from Schwab:
Log into your Charles Schwab account.
- Click Account > History.
Select Previous Year, or Current Year from the Date Range:
Select All from the Transactions drop down box.
- Click the Go button.
- Click the Export button.
- Click the OK button on the popup History Download Disclaimer dialog box.
Click the Save button on the popup File Download dialog box.
- Your downloaded file must be in this format as shown below, otherwise, you should set your profile in profile wizard dialog box to import your data into TradeMax.
- Run TradeMax to import trade activity data from local file