Charles Schwab

Charles Schwab is a US online broker. Export your account history as a CSV and import it into Metrifly with the Charles Schwab preset.

Export your transactions

1. Log in to schwab.com and open Accounts → History.
2. Select the account and a custom date range, then click Search.
3. Click Export at the top right.
4. Choose CSV and confirm the download.

The file is a CSV.

Import into Metrifly

In the import wizard, choose Charles Schwab, upload your file, and review the mapping. See CSV Import for the full walkthrough.

Note

Some Schwab exports include a few metadata lines above the column headers. If the import wizard doesn’t auto-detect columns, delete those preamble rows so the header row is first.