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. Webull’s help page documents the order-history export; third-party import guides report that one request produces several CSV files. For dividends and transfers, use the record types your app offers or Webull’s statements. Webull’s help covers the mobile app and the desktop platform — plan on those, not the website.
Webull’s export works — it just doesn’t work like anyone expects. The file lands in your inbox instead of your downloads folder, and what arrives depends on the record types your app offers. Here’s the exact flow and how to assemble a complete record from the pieces.
Key Takeaways
- Export path (mobile, per Webull): Account → History → Export Orders → date range → confirm email. Desktop: Account → Settings in the Orders widget → Export Orders.
- Email delivery only: nothing downloads in-app — the CSV arrives in your inbox, typically in ~5–10 minutes.
- What arrives: the documented export is order history (filled, pending and cancelled orders); import guides report several CSV files per request — keep the set together.
- App and desktop flows: those are the ones Webull documents — use them.
Where is the CSV export in Webull?
In the app’s History section — as a request, not a download. The steps:
- Mobile: open the Webull app and go to Account → History. Desktop: open the Orders widget → Settings.
- Tap the Export icon.
- Choose Export Orders — and set your date range (if your app lists other record types, such as dividends or transfers, request each one)
- Confirm your email address and submit. The CSV lands in your registered inbox, usually within ~5–10 minutes.
- For dividends and transfers that aren’t offered as exports, download the statements Webull points to instead.
Treat it as a year-end ritual — orders plus whatever other record types your app offers, 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 orders file is an order history | It includes filled, pending and cancelled orders — not only executed trades | Filter to filled orders before reconciling; add statements for dividends and transfers |
| Looking on the website | Webull’s help documents the app and desktop flows only | Use the mobile or desktop app |
What’s in the files — and what to watch
The orders file is an order history — filled, partially filled, pending and cancelled orders, per Webull’s page — so filter to filled orders before you reconcile; dividends and transfers come from statements or from separate record types if your app offers them, 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.
Webull’s documented export covers order history. If your app lists dividends or transfers as separate record types, request each; otherwise use Webull’s statements for those. Keep everything in one tax-year folder.
Webull’s help page documents the mobile app (Account → History → Export Orders) and the desktop platform (Orders widget → Settings → Export Orders). We found no website export documented — plan on the app.
CSV attachments sent to your registered email — third-party import guides report several files per request. 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.
Sources & references
- Webull — Help: How do I get a copy of my transaction history (mobile and desktop paths, email delivery, order statuses included)
- CoinLedger — Webull file import guide (third-party: several CSV files per export request)
- TradeZella — Importing trades from Webull (third-party: filter to filled orders)
- IRS — Topic 409: Capital Gains and Losses
- IRS — Publication 550: Investment Income and Expenses (wash sales)
Last verified: 31 October 2026. The number of files per request and the record types offered were taken from the third-party guides above and were not reproduced on a live Webull account.
