You may download statements into any one of the following software:
- Quicken Web Connect
- Microsoft Money
- Portfolio Center / Morningstar
- Captools (Legacy)
In addition, the following downloads are available upon request:
- Daily Captools Downloads - Daily Captools downloads are available for clients upon request. Send your request to enable Captools downloads to firstname.lastname@example.org. If you request Daily Captools Downloads, the Activity Downloads page will contain an additional section for Daily Captools Downloads.
- Daily PortfolioCenter®/MorningstarDownloads for Advisors (for advisor accounts only).
PortfolioCenter is a product of Schwab Performance Technologies, a subsidiary of The Charles Schwab Corporation.
If you are downloading your statements for use in a proprietary program that requires a set format, use Activity Flex Queries instead of Activity Downloads.
Click Performance & Reports > Statements.
Alternatively, click Menu in the top left corner > Reporting > Statements
If you manage or maintain multiple accounts, the Account Selector opens. Search for and select an account.
The Statements screen opens.
On the right hand side of the page you will see Third Party Downloads. Select the blue Run arrow icon to the right of the third-party.
Select the Period and Date using the drop-downs provided.
Open the generated report with the appropriate application, or download the report to your computer.