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
- Open WealthBee → Settings → Linked Accounts.
- Choose Connect Broker → Charles Schwab.
- Authenticate with Schwab and confirm read‑only access.
- 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.