How to Import Data from Charles Schwab to WealthBee:

At WealthBee, we support both historical uploads and automated imports from Charles Schwab. Follow this simple guide to ensure smooth integration:

Step-by-Step Guide: Manual Upload from Charles Schwab

1. Log in to your Charles Schwab account.

2. Navigate to the Accounts page and click on the History menu item.

3. On the right-hand side, click the Export button.

4. 

5. Confirm by clicking OK when prompted.

6. Once the export is complete, upload the file to WealthBee.

7. 

Automatic Import from Charles Schwab via API

With WealthBee, you can automatically update your portfolio using Charles Schwab' API. You can find this on the autosync section when uploading a Schwab file.