Connect Charles Schwab to AllInvestView
Automatically sync your Charles Schwab portfolio with AllInvestView. Set up in under 2 minutes with secure, read-only access.
Bank-Level Security, Read-Only Access
The connection uses SnapTrade's bank-level encryption with read-only access. AllInvestView cannot execute trades or access your Schwab funds.
How to Connect Charles Schwab
- Go to Settings > Broker Sync in AllInvestView
- Click "Connect a Broker" and select Charles Schwab
- You'll be redirected to Schwab's secure login page
- Enter your Schwab credentials and authorize the connection
- Select which accounts to sync
- Holdings and transactions will appear within minutes
Automatic daily sync, plus manual refresh anytime
What Syncs Automatically
- Current holdings and positions
- Recent transactions
- Dividend payments
- Account balances
- Cash positions
Connect Charles Schwab Now — Free
Start auto-syncing your Charles Schwab portfolio with professional analytics, tax reports, and dividend tracking.
Connect Charles Schwab FreeFrequently Asked Questions
Is my Schwab account safe?
Yes. AllInvestView uses read-only access through SnapTrade's secure infrastructure. We cannot place trades, transfer funds, or modify your account.
Are TD Ameritrade migrated accounts supported?
Yes, accounts migrated from TD Ameritrade to Schwab are fully supported through the Schwab connection.
How often does it sync?
Your portfolio syncs automatically once daily. You can also trigger a manual sync anytime from your AllInvestView dashboard.