Do I need to enter my Charles Schwab account number in TradesViz?

No. In the current Schwab auto-import flow, you do not type an account number in TradesViz. After you log in at Schwab, TradesViz reads the list of accounts covered by your authorization and shows an account selection page where you choose which Schwab accounts to link.

What permissions does TradesViz need from my Schwab account?

TradesViz only needs read-only access to your Schwab orders and executions. TradesViz cannot place trades or move funds. During Schwab authentication, make sure to select all of your Schwab trading accounts and enable the option to automatically link new Schwab accounts in the future.

What happens after I log in at Schwab?

After Schwab redirects you back to TradesViz, TradesViz shows the account selection page. Each Schwab account covered by the authorization is listed there. You can choose which accounts to link and which TradesViz trading account each one should use.

Can I connect multiple Schwab accounts to TradesViz?

Yes. Select all accounts on Schwab's consent screen, then use the TradesViz account selection page to choose which accounts to link. Each Schwab account should be linked to its own TradesViz trading account so data from different accounts stays separated.

Why does TradesViz ask me to re-authenticate on Schwab?

TradesViz asks for Schwab re-authentication when the Schwab token has expired or when all accounts covered by the current authorization are already linked and you are trying to add another account. One Schwab login refreshes all existing Schwab connections and then takes you to the account selection page.

How long does the Schwab connection to TradesViz last?

Schwab tokens expire after 7 days. When that happens, TradesViz shows a refresh button on the connection. Click it, complete Schwab authentication again, and select all Schwab accounts. Refreshing any one Schwab connection updates all of your Schwab connections in TradesViz.

What happens if I don't select all accounts during Schwab authentication?

If you do not select all accounts on Schwab's account selection screen, TradesViz can only see the accounts you selected. Missing accounts will not appear in the TradesViz picker or dropdown. Re-authenticate on Schwab and select all accounts to fix it.

What should I do if my Schwab connection syncs 0 trades?

First confirm the Schwab account has executions inside the selected sync date range. If it does, make sure that Schwab account is thinkorswim-enabled. In Schwab, check the Trade tab > Trading Platforms area, or account settings if Schwab shows it there, and use the option to enable thinkorswim. Then refresh the Schwab connection in TradesViz and sync again.

What is the sync history limit for Schwab trades in TradesViz?

Schwab provides the last 30 rolling days of history by default. TradesViz also offers an extended history option that can request up to 1 year of available Schwab history. For older data or incomplete swing positions, manually import your full history by CSV first, then set the Schwab sync-from date after the last manually imported execution.

How do I transition from TD Ameritrade to Schwab in TradesViz?

Delete your TDA connection after it stops working, then create your Schwab connection with the sync-from date set after your last TDA execution date. This avoids overlap between the old TDA data and the new Schwab auto-sync data.

Auto import trades from Charles Schwab

Q: What does 'Your Schwab authorization does not include account ...' mean?

This means the account tied to that TradesViz connection was not included in your latest Schwab authorization. TradesViz pauses the sync to prevent importing another account's trades into the wrong journal. Re-authorize Schwab and select all accounts on Schwab's account selection screen.

In this post, we will explore how to pair your TradesViz account with a Charles Schwab trading account.

This post assumes that you have read the basics about auto importing in TradesViz.

The single most important rule for Schwab connections: when Schwab shows you the account selection screen during login, check ALL of your accounts - even the ones you don't plan to track in TradesViz. You will choose which accounts to actually link on the TradesViz side afterwards. Selecting only some accounts on Schwab's screen is the #1 cause of connection problems.

Connecting for the first time

Once you select your trading account and broker as "Schwab" in the trade auto-import page, a popup box will appear when you click on the "Connect account" button. Here are the steps to follow if you don't have any existing working Schwab connection yet:

Optionally choose your sync options in the popup box:
- Data stream: keep "Orders" (default) unless you trade futures or lots of option spreads - then choose "Transactions".
- Extended history: check this if you want up to 1 year of history instead of the default 30 rolling days.
- Sync from date: only needed if you already imported older data manually and want the sync to start after it.
You do NOT need to enter an account number anywhere - TradesViz reads your account list directly from Schwab after you log in.
Click the "Connect to Schwab" button - this will redirect you to the Schwab website to complete the authentication process
Fill in your information, follow the security checkups (one-time-password authentication), and finally, you will arrive at a window that asks for your confirmation on whether you give us read-only access to your account's orders and executions.
On the accounts selection screen, select ALL the accounts and also check the "automatically link new Schwab accounts in future" option. This is crucial - see the note at the top of this post.
Click "Allow/Confirm" and you will be redirected back to TradesViz - to the account selection page described below.

The account selection page

After logging in at Schwab, TradesViz shows you the list of ALL Schwab accounts your authorization covers. For each account you can decide:

Link it or not - tick the checkbox for every account you want to track in TradesViz (they are pre-checked for you).
Where to link it - by default each account gets its own brand-new TradesViz trading account (named "Schwab <account number>"), or you can pick one of your existing trading accounts from the dropdown. Each Schwab account must go to its own separate TradesViz trading account - this keeps the data from different accounts cleanly separated.

Click "Link selected accounts" and you are done - all connections are created at once and you can sync them from the connections list.

Seeing only ONE account on this page even though you have more accounts at Schwab? That means you did not check all the accounts on Schwab's selection screen. Cancel, go back to the import page, and connect again - this time selecting ALL accounts on the Schwab screen.

Adding more account connections later

If you skipped some accounts on the selection page, or want to link an account later:

Visit the TradesViz import page (tradesviz.com/import) and click on the "Add Auto-sync connection" tab
Choose your trading account, choose Schwab in the platform list, and click Connect.
You will be presented with a slightly different connection box than what we saw before.
Pick the account from the dropdown (it lists every account covered by your Schwab authorization that is not linked yet), optionally set the sync from date, and click Connect - no need to go through the Schwab login again.
- Missing an account in the dropdown? Your Schwab authorization does not cover it - see the next section.

When TradesViz asks you to re-authenticate

In some situations, instead of the dropdown, TradesViz will show a popup asking you to "Re-authenticate on Schwab". This happens when:

Your connection token has expired (Schwab tokens last only 7 days - see below), or
All accounts covered by your authorization are already linked and you want to add a new one.

Just click the "Re-authenticate on Schwab" button in the popup and log in again - remember to check ALL of your accounts on Schwab's selection screen. This single login refreshes ALL of your existing connections at once AND takes you to the account selection page to link anything new. If you click "Cancel" instead, nothing changes: your connections cannot sync until you re-authenticate.

Things to remember/consider

The connection only lasts 7 days

We have no control over this and this is a limit set by Schwab. This means the read-only access code we get expires in 7 days and cannot be used beyond that. In order to prevent additional work for the users, we've simplified this process as much as we can. Once the 7 days pass, your syncs will automatically start to fail. When that happens, you will see the following:

Simply click on the button that says "click here to refresh Schwab connection" and complete the Schwab authentication process (again: select ALL your accounts on the Schwab screen). That's it! Even if you have multiple connections, doing this for any ONE connection will automatically refresh ALL your other connections. There's no need to re-establish the connection or delete all your connections.

If the connection syncs 0 trades

If the connection is created successfully but no trades are imported even though the Schwab account has executions in the selected sync date range, check whether that Schwab account is enabled for thinkorswim. In Schwab, go to the Trade tab > Trading Platforms (or account settings if Schwab shows it there) and use the "learn how to enable thinkorswim" option. Enable thinkorswim for every Schwab account you want TradesViz to sync, then refresh the Schwab connection in TradesViz and sync again.

"Your Schwab authorization does not include account ..." error

If a connection shows this error and its syncing is paused, it means the account tied to that connection was NOT among the accounts you checked during your last Schwab login. TradesViz deliberately pauses the sync in this case - otherwise it would import another account's trades into the wrong journal. The fix takes one minute: click the "re-authorize Schwab connection" button shown with the error, log in to Schwab, and check ALL of your accounts on the selection screen. The connection will resume syncing on its own.

The sync limit is 30 days

This means only the executions made in the last 30 days are imported. In case you have more history or if you are a swing trader, this may cause incomplete positions to be imported. For example, if the last 60 days start from 2024-03-15 and you made a trade on 2024-03-10 and closed it on 2023-03-20, in this case, only the closing positions are imported because the open positions fall beyond the 30-day limit. To avoid this, we suggest manually importing your entire history via CSV (tradesviz.com/import > choose Schwab and follow instructions) and then edit your connection to have "sync from date" after the last execution's date in the account. This will ensure that you have ALL data + your sync transition is smooth (no duplication).

2026 Update: We have added a new extended history mode that can get max available history (up to 1 year) via the API. You can check that as an additional option when setting up your connection.

Please note: If you have an existing TDA connection, you will need to delete it (after it stops working) and make sure your Schwab connection's "sync from the date" (view connections list > edit connection) starts AFTER the last execution date in your TDA account. This is to make sure there is no overlap between your TDA and Schwab data.