Charles Schwab Integration
One way sync
Banking
Plaid (OAuth)
Datasets
Balances
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 Drive
Every 10 Minutes, Hourly, Daily, Weekly
Full DatasetsData IntegrationFlat files
Flatly uses Plaid to connect to over 10,000 financial institutions in the US and Canada.
Export and sync comprehensive Charles Schwab datasets to Google Sheets, CSV or Excel XLSX files in Google Drive folders on a recurring, automatic basis. Historical data is included. Use Filter Views to sort or filter flattened data. Connect to Google Data Studio via Google Sheets or Google Drive.
