Download Stock & Option Trades From ThinkOrSwim
- Log into your ThinkOrSwim account.
- Click on My Account and choose Account Service Center.
- Click on Account Statement on the right.
- Click on the Download Tax Worksheet on the right.
- Choose an account.
- Click on GainsKeeper.
- Select a tax year and then click on the export data at the top.
- Save the download as a .xls or .xlsx file.
- Open your .xls or .xlsx file in MS Excel and then save it as a .csv file.