Schwab
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Connect Schwab to Google Sheets

Automatically sync your portfolio balances and trades to a Google Sheets spreadsheet.

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Secure read-only connectionSimple per-connection pricing

Features

From

Schwab

  • Secure read-only connection with automatic portfolio syncing
  • Account balances, holdings, and positions
  • Trade history, dividends, and corporate actions

To

Google Sheets

  • Keep a spreadsheet up to date automatically with bank sync
  • Choose exactly which transaction fields appear as columns
  • Track current and historical balances on dedicated tabs
  • Data syncs as real numbers and dates, ready for formulas and pivot tables
  • Enrich transactions with clean merchant names, logos, and more (Pro)

Setup

How it works

Step 01

Connect securely

Log in through Schwab's own authentication flow. Synci never sees or stores your credentials.

Step 02

Pick accounts

Choose which Schwab accounts you want to sync.

Step 03

Link to Google Sheets

Step 04

Sync automatically

Balances, holdings, and trades flow from Schwab to Google Sheets from that point on.

Get started

FAQ

Frequently asked questions

How often does Schwab sync to Google Sheets?
Synci polls Schwab for new data every 30 to 360 minutes, depending on your plan. When new balances, holdings, or trades are found, they are transferred to Google Sheets within seconds.
What gets synced from Schwab to Google Sheets?
Account balances, holdings, and historical trades — including dividends and corporate actions where available. You control which Schwab accounts sync, and rules can transform data before it reaches Google Sheets.
Is my Schwab login shared with Synci?
No. Synci connects to Schwab through a secure data provider, which means authentication happens on Schwab's own login flow. Your login credentials are never shared with or stored by Synci.
Which provider does Synci use to connect to Schwab?
Synci currently connects to Schwab through SnapTrade, a secure data provider. Providers handle the technical connection to the brokerage — your login credentials stay between you and Schwab.