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 Trade Confirmation Emails

With WealthBee, you can automatically update your portfolio using Charles Schwab trade confirmation emails (also known as eConfirms). Follow these steps to enable automated trade imports:

How It Works:

1. Receive Trade Confirmation Emails: After each trade, Schwab sends a confirmation email, typically within 24 hours. These emails are delivered only on trading days.

2. Forward to WealthBee:

   • Within WealthBee on the add assets menu you can retrieve an email address that is unique to you.

   • Forward your Schwab trade confirmations to this address for automatic import.

   • Processing takes around 5 minutes.

Automate the Process

To streamline this, set up a forwarding rule in your email client to automatically forward trade confirmation emails to the provided email address.

Here’s a guide to help you with setting up automatic email forwarding for popular email clients: Click here