Schwab trading journal: connect, sync, and check your first import

MyTradeLens uses a Schwab sign-in flow to retrieve broker data for your journal. You authorize the connection on Schwab’s website. MyTradeLens uses the connection for imports and analysis; the product does not offer order placement. An import is not a substitute for your broker statement.

1. Before connecting

• Have a MyTradeLens account with Pro access and the Schwab account you want to connect.
• Check the plan and trial terms. Creating an account alone does not activate a subscription trial.
• Choose a recent completed stock or options trade to use as a reference. Include both the entry and exit dates.

2. Connect and authorize

1. Sign in to MyTradeLens and open Data & sync. Select Schwab.
2. Use the Schwab connect or reconnect control. Complete sign-in and the account-sharing authorization on Schwab’s site.
3. Return to MyTradeLens and check the connection status. A connection badge confirms authorization, not that all historical trades have arrived.
4. Use Quick refresh on the dashboard for recent activity. Inspect the imported date range and trade list.

3. Use Sync All for older activity

Sync All requests older order history in date windows and displays progress while it works. The current application attempts a lookback of up to ten years, but Schwab determines which records its API returns. Ten years of complete history is not guaranteed. Keep the sync page open while it progresses; if interrupted, revisit Data & sync and check the existing job before starting again.

4. Verify the first result

• Compare symbol or option contract, entry and exit dates, quantity, and fill prices with the broker record.
• Include applicable commissions and fees; make sure both sides of a closed trade were imported.
• Check the selected broker and date filters. An order count is not the same as a completed-trade count.
• Inspect partial closes or multi-leg positions individually before trusting a grouped total. Use the round-trip P&L guide for the distinction.

Troubleshooting

• Reconnect warning: reauthorize on Schwab, then retry once. Repeated refresh clicks do not renew revoked permission.
• Connected but empty: verify the account, selected broker, date filters, and that the history contains executions rather than only working or canceled orders.
• Older trades missing: wait for Sync All to finish, then compare the earliest returned record with your broker statement. API availability can limit what imports.
• Different P&L: check fees, contract multiplier, partial fills, and missing opening legs. Preserve the broker statement as the reference.

Access and documentation

Review the authorization screen before sharing data. Schwab’s third-party terms describe account information sharing; they do not guarantee a particular history depth. These setup instructions describe the current MyTradeLens controls, not an independently certified Schwab integration.

Your next step

Check current pricing and trial terms, then create your account. Already signed in? Open Data & sync, import a small date range, and verify one completed trade before relying on the totals.

After importing, follow the weekly review checklist. If you get stuck, contact support with the broker, date range, and error message. Do not include passwords, access tokens, or account numbers.