Charles Schwab
- Login to your Charles Schwab (Brokerage) Account.
- Click Accounts tab (on first, top row)
- Click History tab (on second row)
- Make sure it displays the "transaction History" window
- Select Account (from drop-down arrow)
- Enter Date Range, and click Search
- Click Export (next to the Print button and on the same row as "Transaction History" page title)
- Select file type CSV
- Import into Edgewonk
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