To export from Webull: in the app, open Account → History → Export (icon) → pick the record type and date range → confirm your email. Nothing downloads on the spot — the CSV arrives by email, usually within minutes. And it arrives in pieces: orders, dividends and transfers are separate requests, one file each. The website has no export at all — this is an app/desktop-app flow.
Webull’s export works — it just doesn’t work like anyone expects. There’s no download button on the website, the file lands in your inbox instead of your downloads folder, and “your history” is actually three separate files. Here’s the exact flow and how to assemble a complete record from the pieces.
Key Takeaways
- Export path (app): Account → History → Export icon → record type + date range → confirm email.
- Email delivery only: nothing downloads in-app — the CSV arrives in your inbox, typically in ~5–10 minutes.
- One file per record type: orders, dividends and transfers are separate requests — a complete record is several files, kept together.
- App-only flow: the Webull website has no export — use the mobile or desktop app.
Where is the CSV export in Webull?
In the app’s History section — as a request, not a download. The steps:
- Open the Webull app (mobile or desktop) and go to Account → History.
- Tap the Export icon.
- Pick the record type — orders first — and your date range.
- Confirm your email address and submit. The CSV lands in your registered inbox, usually within ~5–10 minutes.
- Repeat for dividends and transfers — each record type is its own request and its own file.
Treat it as a three-request ritual — orders, dividends, transfers — done in one sitting at each year-end, then move all the files from your inbox into the same tax-year folder immediately. Records that live in an email account aren’t records; inboxes get cleaned, filters misfire, and attachments expire from searches.
The 3 things that trip people up
| Trap | What happens | Fix |
|---|---|---|
| No download appears | People wait for a file the app never produces | It’s email delivery by design — check the inbox of your registered Webull address (and spam) |
| “The export” is incomplete | The orders file alone misses dividends and transfers | Three requests, three files — a complete record is the set, not one CSV |
| Looking on the website | There’s no export there to find | Use the mobile or desktop app; the web platform doesn’t offer it |
What’s in the files — and what to watch
The orders file lists your trades with dates, symbols, sides, quantities and prices; dividends and transfers arrive in their own files, each with typed rows. Because the record is split, reconciliation matters more here than at other brokers: after each export sitting, check that the three files cover the same date range, and don’t round fractional share quantities — those decimals are your cost basis.
Isn’t my 1099 enough for taxes?
For filing, mostly yes. For proving, no. Webull’s consolidated 1099 covers what Webull knows for that year — but wash sales that span brokers, transferred-in positions with older basis, and anything the IRS asks about later are yours to substantiate. Your exported files — all three types, per year — are that evidence trail.
Using more than one platform? Our free US broker export cheat-sheet covers the export path, format and trap for 8 US platforms on one page. For the walkthroughs: Robinhood (generate-and-wait), Fidelity (90-day cap) and Schwab (silent row limit).
Keep every year’s exports permanently — and outside your inbox. Broker interfaces and delivery flows change without notice; your saved files are the record that survives. Avex AI provides software and educational content, not investment or tax advice. Avex AI is not affiliated with or endorsed by Webull.
Because it never downloads — Webull delivers exports by email to your registered address, typically within ~5–10 minutes. If nothing arrives, check spam and confirm which email your Webull account actually uses.
Each record type is a separate request: orders, dividends and transfers arrive as individual files. Run all three requests to get a complete record, and keep the set together in one tax-year folder.
No — the web platform has no export. Use the mobile app or the desktop app; the flow is Account → History → Export icon → record type + range → confirm email.
CSV attachments, one per record type, sent to your registered email. Move them out of your inbox and into your records folder as soon as they arrive.
The 1099 covers filing for that broker and that year. Cross-broker wash sales, transferred cost basis and any later IRS questions need your own records — the exported files are how you prove your numbers.
