Import Accounts

Import account balances from CSV exports or PDF statements

1
Upload
2
Map Columns
3
Preview
4
Complete

Select Import Format

Upload CSV File

How to Export CSV from Your Institution

Schwab: Accounts → Export → Download Positions

Fidelity: Positions → Download → Spreadsheet

Vanguard: My Accounts → Download center → Account summary

Chase: Account activity → Download account activity → CSV