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Charles Schwab

Charles Schwab Integration

One way sync
Banking
Plaid (OAuth)

Datasets

Balances

Identity

InvestmentHoldings

InvestmentTransactions-All

InvestmentTransactions-Last30

InvestmentTransactions-Last365

InvestmentTransactions-Last60

InvestmentTransactions-Last90

Transactions-All

Transactions-Last30days

Transactions-Last365days

Transactions-Last60days

Transactions-Last90days

Auto export Charles Schwab data to Dropbox

Every 10 Minutes, Hourly, Daily, Weekly


Full DatasetsData IntegrationFlat files

The Charles Schwab Corporation is an American multinational financial services company founded and based in San Francisco, California.

Dropbox

Export and sync comprehensive Charles Schwab datasets to XLSX or CSV files in Dropbox on a recurring, automatic basis. Historical data is included.

Dropbox

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