Charles Schwab Integration

Seamless syncing for portfolios and transactions.

Link your Charles Schwab accounts to keep your WealthBee analytics up to date without manual CSV uploads.

Official site: https://www.schwab.com

Coverage

  • Regions: United States
  • Instruments: Stocks, ETFs, Options
  • Account types: Individual, Joint, Retirement

What We Sync

  • Holdings and balances
  • Positions and cost basis
  • Transaction import

How to Connect

Prerequisites

  • Schwab login with two‑step verification

Steps

  1. Open WealthBee → Settings → Linked Accounts.
  2. Choose Connect Broker → Charles Schwab.
  3. Authenticate with Schwab and confirm read‑only access.
  4. Select the accounts to include and finish authorization.

Limitations

  • 401(k) sub‑accounts may have delayed transaction availability.

Security

  • Connection is authorized directly with the broker; we never see your password.

For broker‑specific help, visit https://www.schwab.com/customer-service.