1099-B CSV Download
Schwab provides a downloadable CSV file containing your Form 1099-B information.
- Go to the "Accounts" Menu
- Select the "Statements" Tab
- Click the CSV link to the right of "Download 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.
Open Financial Exchange (OFX) Server
Schwab hosts an OFX server. However, they restrict access to the server such that we cannot retrieve your data in your bahalf.
If you have additional or newer information regarding Schwab downloadable files, please email us at firstname.lastname@example.org .