Syncing your broker is a simple process—just follow these updated steps:
⚠️ Note Regarding Charles Schwab Syncs - Failed Syncs After 6-7 Days
Some users experience sync failures after 6-7 days due to Charles Schwab’s refresh token expiration. If your sync status shows as “failed,” you’ll need to re-authenticate your account to resume syncing.
👉 Re-authenticate by following the instructions in this helpful article.
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.
Note: Charles Schwab's API allows access to the data from the last 60 days. Using this method, you can import data up to 60 days old.
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: 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.
💡 Pro Tip: Use the account filter in the top right corner to switch between accounts effortlessly.
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!