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 Sheets

Every 10 Minutes, Hourly, Daily, Weekly


Full DatasetsData IntegrationFlat files
Google Sheets

Export and sync comprehensive Charles Schwab datasets to Google Sheets in Google Drive folders on a recurring, automatic basis. Historical data is included. Connect to Google Data Studio via Google Sheets or Google Drive.

Google Sheets

External Resources about Google Sheets:

Learn about Data Filters in Google Sheets