Charles Schwab
www.schwab.comAutomated import from Charles Schwab is not yet available — but you can help us launch it! Export your data following the instructions below and send us the file. We'll use it to add Charles Schwab support to the calculator.
Exporting Transactions from Charles Schwab
Charles Schwab offers transaction history export from the client panel on schwab.com.
Log in to schwab.com
Go to Accounts > History (Account History)
Set the date range to the entire tax year
Click "Export" in the top right corner of the table
Download the CSV file
Schwab also generates tax forms (1099-B, 1099-DIV). For settlement in Poland, you need the full transaction report with conversion to PLN.
Exporting Dividends from Charles Schwab
Dividends can be exported separately from the History section or by downloading the 1099-DIV report.
Go to Accounts > History
Filter by type: "Dividends & Capital Gains"
Set the date range to the tax year
Export to CSV
Common Issues and Solutions
Schwab acquired TD Ameritrade accounts
If your account was previously at TD Ameritrade, historical transactions may be in a different format. Check the "Transferred Accounts" section or contact support.
The report contains 1099 forms instead of raw transactions
1099 forms are American tax summaries. For the calculator, you need the raw transaction history from History > Export.
Help us add Charles Schwab support!
Export your data from Charles Schwab using the instructions above and send us a sample file. We'll use it to build automated import — it usually takes just a few business days.
Last updated: 2/20/2026