CSV DOWNLOAD INSTRUCTIONS
Schwab provides a downloadable CSV file containing your realized gain and loss information.
- Go to the "Accounts" Menu
- Select the "Statements" Tab
- Click the Down-Arrow CSV link to the right of "1099 Composite and Year-End Summary-20xx"
A "XXXX-1234.csv" file (where 1234 is the last 4 digits of your account number) will download to your system. Save the file to your Downloads, Desktop or other folder.
Please email us at firstname.lastname@example.org with new information if any of the above is out-of-date or incomplete.