Syncing your broker is a simple process—just follow these updated steps:
Important Notes Before You Begin
Sync Failures After 6–7 Days: Due to Charles Schwab’s refresh token policy, your connection may expire after 6–7 days. If your sync status shows as “Failed”, you’ll need to re-authenticate your account to resume syncing. Follow this guide to re-authenticate
60-Day Data Limit: When syncing, Charles Schwab’s API only allows TradeZella to import the last 60 days of trade data. For older trades, use the file upload method.
Visit the Add Trade Page:
Head over to the TradeZella Add Trade page here or by clicking the “Add Trade” button on the sidebar.
On the Add Trade page, click “Add New Account”.
Select broker:
On the Add New Account page, choose “Charles Schwab” from the list of available brokers and click “Continue” to proceed.
Next, select the “Auto Sync” import method and click “Continue” again.
On the following page, either leave the start date blank to import all available records or select a custom start date if you want to import trades from a specific period.
Click on the "Connect" button.
Authorize and Sync:
After clicking "Connect," a popup will appear to input your Charles Schwab account credentials.
Accept the terms.
In the Charles Schwab popup, select all the accounts you want to link with TradeZella. This ensures TradeZella has access to import data correctly.
Important Note: Ensure you select all accounts you have linked or plan to link with TradeZella. Failure to select all relevant accounts may result in sync failures for those accounts.
A TradeZella screen will appear. Select the accounts you want to sync in this specific process and click on the "Sync Selected Account" button.
TradeZella will sync the selected account, and you will see the sync status on the add trade page here.
By following these steps, you can successfully sync your Charles Schwab account and have your trades automatically imported into TradeZella.
If you have any questions or need assistance, feel free to reach out to our support team — we’re here to help!