Account History

Review past trades and their associated data, as well as dividends and other account activity.

The History tab is located in the Account tab.

Select up to 90 days of data to retrieve and a start date (up to two years ago) to begin the retrieval.

To retrieve history:

Select the number of days from 1 to 90 using the up/down arrow or by typing a number in the field.
Then select the Start date. The End date will automatically update depending on the number of days you selected to retrieve in step 1.
Click Refresh.

Print the displayed History by clicking the Print link in the upper right corner.
Export your History information as a comma delimited (.csv) file, which can be opened in Excel or other programs that support importing this type of file.*

*These are not official records and will not be reported to the IRS. Please use this information only as a tool to assist your financial management. Always refer to your Schwab statements, trade confirmations and/or IRS Form 1099 for a complete and accurate record of your transactions and holdings.

Get a quick overview of all the My Account Tab features in this self-paced Account Tab training course.