Webull integration for Stax

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How to import Webull trades into Stax from a file

Webull's export lives in the phone app and arrives by email rather than as a download. Stocks come through; option rows in the same file are skipped for now.

In the Webull mobile app
  1. Tap Account — or the Webull logo at the bottom.

  2. Tap HISTORY. Not Orders — that export has a different shape.

  3. Tap Filter, set your date range and set Order Status to Fully Filled.

  4. Tap the download arrow at the top right, then Submit. Webull emails you the file.

In Stax
  1. In the left sidebar, open Connections.

  2. Click Add Connection, then pick Webull.

  3. Of the three cards, choose Import CSV File.

  4. Click Choose File and select the .csv from your email.

  5. Webull stamps fill times in Eastern Time — if your account exports in a different zone, set it in the timezone picker.

  6. Check the matched trades in the preview, then confirm the import. Webull leaves commissions out of this export, so set a default commission in Settings if you want them counted.