Easy point and click
Setup in under 5 minutes
Secure data architecture
Charles Schwab Integration
Auto export Charles Schwab data to OneDrive
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.
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.