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Third-Party Downloads

The Activity Downloads page lets you download daily and monthly activity statements into any one of the following software:

In addition, the following downloads are available upon request:

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.

To download activity statements

  1. Click Reports > Activity > Downloads.

If you have a multiple account structure such as an institution account or multiple linked accounts, use the Account Selector at the top of the page to select an account on which to report. To download a statement for a closed account, select the Include Closed Accounts check box, and then select the closed account.

The Account Selector is closed once you select an account. To change the selected account, click the tab to open the Account Selector, and then click a different account.

  1. Make the following selections:

  1. Click Download.

A new browser window opens, informing you that the report was generated successfully.

  1. Open the generated report with the appropriate application, or download the report to your computer.

If You are Downloading a Zip File Using Internet Explorer 7 or 8

If you are downloading a Zip file using Internet Explorer 7 or 8, verify that automatic prompting for file downloads is enabled.

To verify that automatic prompting for file downloads is enabled

  1. In Internet Explorer, select Internet Options from the Tools menu.
  2. In the Internet Options dialog box, select the Security tab.
  3. Click the Custom Level... button.
  4. Scroll down to the Downloads section.
  5. Automatic prompting for file downloads should be enabled.