Think or Swim

Easily import your ThinkorSwim statement exports into Edgewonk 3.

In the TOS platform, please go to the Monitor tab --> Account Statement --> Actions menu in the top right corner. Then choose Export to file.

 

Please make sure that your file comes in .csv Excel format when uploading into Edgewonk.

Please also double-check that your statement matches the one shown below. Your ThinkorSwim statement has to match the column and also the column order in order to be processed into Edgewonk.

Since the integration still has beta status, it’s possible that issues may come up. If you experience any issues, please send us the file you are trying to import and briefly explain what happens.

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