Connect Schwab to Webhooks
Automatically send portfolio balance & trade events to webhook endpoints and cloud services.
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
Webhooks
- Connect your bank to any app or service that supports webhooks
- Send events for new transactions, transaction updates, balance updates, and bank account updates
- Optionally omit sensitive identifiers like account numbers from payloads
- Transform transactions with bank account rules
- 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 Webhooks
Create Webhooks that send events from all or selected accounts.
Step 04
Sync automatically
Balances, holdings, and trades flow from Schwab to Webhooks from that point on.
FAQ
Frequently asked questions
- How often does Schwab sync to Webhooks?
- 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 Webhooks within seconds.
- What gets synced from Schwab to Webhooks?
- 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 Webhooks.
- 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.