Connect Schwab to Zapier
Automatically sync your portfolio balances and trades to over 8,000+ apps and services through Zapier.
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
Zapier
- Create Zapier triggers for new & updated transactions, updated balances, and more
- Use almost any bank transaction field in your Zaps
- Sensitive identifiers like account numbers are always omitted 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 Zapier
Create Zaps listening to events from all or selected accounts.
Step 04
Sync automatically
Balances, holdings, and trades flow from Schwab to Zapier from that point on.
FAQ
Frequently asked questions
- How often does Schwab sync to Zapier?
- 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 Zapier within seconds.
- What gets synced from Schwab to Zapier?
- 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 Zapier.
- 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.