Import from thinkorswim
Updated 9 October 2026
On this page
Export the statement
- In thinkorswim open Monitor > Account Statement.
- Choose the dates you want.
- Click the menu at the top right, choose Export to File, and save the CSV.
Import it
Open Import, choose thinkorswim, and drop the file in.
Good to know
- Times are New York time: thinkorswim always exports Eastern Time.
- Option fills are skipped for now.
- If columns are missing, choose Load Defaults for the columns in thinkorswim and export again.
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