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Setup in under 5 minutes

Secure

Secure data architecture

Charles Schwab

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 OneDrive

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.

OneDrive

Export and sync comprehensive Charles Schwab datasets to Excel Online XLSX or CSV files in OneDrive folders on a recurring, automatic basis. Historical data is included. Connect to PowerBI via OneDrive or Excel Online.

OneDrive

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