Charles Schwab Dividend Tracker

Schwab tracking in YieldLens is via CSV import — a live sync is not available yet because Schwab requires its own API approval. Export your positions and transaction history as CSV and upload them; YieldLens detects the Schwab format and brings in your dividends, buys, sells, and interest.

How to track your Charles Schwab dividends

1. 1Log in to Schwab, open your account, and go to the Positions tab; click Export to download a CSV.
2. 2For history, go to the History tab, set a date range, and click Export.
3. 3Upload the files to YieldLens — it auto-detects Schwab and imports your data.

Good to know

• Schwab is CSV-only — broker sync is not available yet.
• Schwab adds a “Transactions Total” row at the bottom of exports, which YieldLens skips automatically.
• Margin balances aren’t synced from any broker — enter your margin amount manually on the Margin page.