Syncing your TOS Charles Schwab broker with TradeZella is a straightforward process. Follow these steps to ensure your trading data is seamlessly integrated:

Visit the Broker Sync Page:

• Go to the TradeZella broker sync page. You can directly access it here.
• Alternatively, navigate to the broker sync page by hovering over the sidebar, clicking on the "Add Trade" button, and selecting the "Broker Sync" option.

Select broker:

• On the broker sync page, click on the "Add New Broker" button.
• Choose "Charles Schwab" from the list of available brokers.
• Leave the start date option blank to import all records or specify a custom start date if needed.

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.

• Select the specific TradeZella account you wish to sync with your broker account. If you leave the option set to "Create New Account," TradeZella will automatically create a new account to import your synced data.
• 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 broker sync 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.

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