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Please log into you Charles Schwab account. Click on the Account/History.

Select a date range and select all from the Transaction drop down box. Click on the Go button. Click on the Export button.

Click the OK button on the popup History Download Disclaimer dialog box. Click the Save button on the popup File Download dialog box.

Go back to TradingDiary Pro. Set 'Charles Schwab' as the import module. For detailed information read the Import Introduction chapter.

Click on the Import/Import - Transactions menu and select the previously saved file.