Broker guides
thinkorswim (Schwab)
Follow these steps in thinkorswim (Schwab) to produce a file Trader Leap can read.
Follow these steps in thinkorswim (Schwab) to produce a file Trader Leap can read.
- Open the Monitor tab and go to Account Statement.
- Set the date range next to your account number.
- Open the menu in the upper right, choose Export to file, and pick CSV.
Heads up — Keep the Account Trade History block. The file holds several sections, and Account Order History is not the one you want. It defaults to the last 24 hours.