WealthBee - Trading Journal - Import from Schwab

Import from Schwab

How to Import Data from Charles Schwab to WealthBee:

At WealthBee, we support both historical uploads and automated imports from Charles Schwab. Follow this simple guide to ensure smooth integration:

Step-by-Step Guide: Manual Upload from Charles Schwab

  1. Log in to your Charles Schwab account.

  2. Navigate to the Accounts page and click on the History menu item.

  3. On the right-hand side, click the Export button.

  4. Embedded asset

  5. Confirm by clicking OK when prompted.

  6. Once the export is complete, upload the file to WealthBee.

  7. Embedded asset

Automatic Import from Charles Schwab via API

With WealthBee, you can automatically update your portfolio using Charles Schwab' API. You can find this on the autosync section when uploading a Schwab file.

WealthBee is a trading journal and platform that helps you track your investments, monitor your portfolio, and analyze your performance. It is designed to be easy to use, intuitive, and powerful for both beginners and experienced investors.

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WealthBee is your trading journal. Keep track of your investments and grow your wealth. Supporting stocks, options & futures. WealthBee was developed in London, UK by traders, for traders.


WealthBee does not provide investment advice and individual investors should make their own decisions or seek independent advice. The value of investments can go down as well as up and you may receive back less than your original investment. Copyright © 2024 WealthBee, All rights reserved.

Interactive Brokers, ETrade, Charles Schwab, TastyTrade, Fidelity, TD Ameritrade, Robinhood, Firstrade or Ally are not affiliated with WealthBee, and does not recommend or endorse any financial product, service or advice provided by WealthBee.

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