Easy

Easy point and click

Fast

Setup in under 5 minutes

Secure

Secure data architecture

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 Google Data Studio

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.

Google Data Studio

Export and sync comprehensive Charles Schwab datasets to Google Data Studio using Google Sheets, Google Cloud Storage or Google Drive as a connector.

Google Data Studio

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