CSV DOWNLOAD INSTRUCTIONS
Schwab provides a downloadable CSV file containing your realized gain and loss information.
- Log in
- Go to "Accounts", click on "History", click on "Realized Gain/Loss"
- Under "Select Date Range", choose "Last Calendar Year" and click "Search".
- In the upper right, choose "Export".
- Query box will ask to export summary or details. Choose details.
- Data will be exported as a CSV file. Save to your 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Please email us at firstname.lastname@example.org with new information if any of the above is out-of-date or incomplete.