Integrations · BanksConnect Charles Schwab to Well
Connect Charles Schwab through Plaid and Well reads your accounts, balances, transactions, and investment holdings, ready to categorise, reconcile against your invoices, and query in conversation.
What Well pulls from Charles Schwab
Charles Schwab feeds your accounts, balances, transactions, and investment holdings into Well through Plaid as a US brokerage connection. It is read-only; disconnect at any time from your workspace settings to revoke Charles Schwab’s access.
| From Charles Schwab | In Well | Relation | |
|---|---|---|---|
| Account | Workspace account | Syncs as | |
| Transaction | Bank transaction | Imports as | |
| Balance | Cash position | Updates |
- Sync mode
- incremental polling
- Refresh
- scheduled
- Direction
- Charles Schwab → Well
Charles Schwab bank details
- ACH routing numbers
- 071000013121202211121282370122105773
- Institution type
- Brokerage
- Region
- United States
What Well reads through Plaid
- accounts
- balances
- transactions
- investment holdings
What Well does with your Charles Schwab connection
Connect
Connect Charles Schwab over Plaid: you authenticate with Charles Schwab through Plaid's secure connection, so your bank login never reaches Well; Well holds only a read-only connection it cannot use to move money.
Sync
Well brings account, transaction, and balance in from Charles Schwab on a recurring poll that fetches only what changed since the last read. The first sync backfills history in the background and the connection stays live after.
Enrich
Well resolves each Charles Schwab entity into workspace account, bank transaction, and cash position, assigns categories, and links every record to an audit trail across the rest of your connected tools.
Available
Your data from Charles Schwab lands in the workspace as workspace account, bank transaction, and cash position you can search, chart, and automate.
Questions Charles Schwab unlocks
Ask in plain language. Well answers from your connected Charles Schwab connection, resolved against the rest of your stack.
Ask anything about your Charles Schwab connection
Ask about your Charles Schwab connection…
Connect Charles Schwab in three steps
- 01
Connect Charles Schwab through Plaid
From Well's Connections panel, search for Charles Schwab and click Connect. Well opens Plaid's secure flow, where you authenticate on Charles Schwab's side. Your Charles Schwab login never reaches Well, and Well receives a read-only connection. No credentials are stored in Well.
- AuthPlaid
- Accessread-only
- RegionUnited States
- 02
Map your entities
Well imports your Charles Schwab accounts, balances, transactions, and investment holdings and brings each one into your workspace using the canonical mappings defined in Well's data-views layer. The first sync backfills the history Charles Schwab makes available.
- Mappingpreconfigured by Well
- 03
Use the data
Use the data: ask questions in conversation, build records tables, categorise transactions, and reconcile them against your invoices. Charles Schwab is read-only in Well, so nothing here can move money or change your account.
- First syncstarts as soon as connect completes
The Plaid handshake typically completes in about a minute. Well then pulls new transactions on a recurring poll; the first backfill runs in the background.
How Charles Schwab stays secure with Well
Well connects to Charles Schwab through Plaid, the bank-aggregation layer. You authenticate on Charles Schwab's side; Well receives a read-only connection and never sees your bank login. Well can read your accounts, balances, transactions, and investment holdings, but cannot move money, initiate a payment, or change anything at Charles Schwab. Disconnect any time from Well or your Plaid dashboard.
- granted
Read Charles Schwab records
The accounts, balances, transactions, and investment holdings Charles Schwab shares through Plaid, scoped by your authorisation.
- granted
Resolve account, transaction, and balance across your stack
Match identifiers in Charles Schwab against the same entities your other connected tools expose, so each record carries cross-tool context.
- refused
Modify or delete Charles Schwab records
Not granted; Charles Schwab is read-only in Well. Write-back is opt-in per connector when a write surface exists.
- refused
Store Charles Schwab passwords or session cookies
Authentication runs through Plaid tokens we never see.
Frequently asked questions about Charles Schwab and Well
How do I connect Charles Schwab to Well, and how long does it take?
From Well, open Connections, find Charles Schwab, and click Connect. Well links Charles Schwab through Plaid: you authenticate on Charles Schwab's side in Plaid's secure flow, and Well receives a read-only connection. Your Charles Schwab login never reaches Well. The handshake takes about a minute, and Well starts importing accounts, balances, transactions, and investment holdings right after.
What does Well pull into the workspace from Charles Schwab?
Well brings in account, transaction, and balance from Charles Schwab and reshapes each entity into your workspace: account becomes workspace account; transaction becomes bank transaction. Every record arrives with the source identifier preserved, so Charles Schwab stays the source of truth while Well lets you query the data alongside the rest of your stack.
What does Charles Schwab unlock once it is connected to Well?
Once Charles Schwab is connected, every record it exposes is queryable from conversation, filterable in records tables, and available to your agents through your workspace. The data stays linked to its Charles Schwab source, so you can always trace a workspace record back to the original.
Can Well surface a balance from Charles Schwab when I ask questions in conversation?
Yes. Charles Schwab balances are indexed in your workspace as cash position, so questions like "show me last week's balances from Charles Schwab" return them with the original Charles Schwab link, the workspace context, and any related records (counterparty, period, attached document) joined inline.
How often does Charles Schwab sync with Well, and what triggers a refresh?
Well polls Charles Schwab regularly for account, transaction, and balance. The first connect pulls the historical window your account allows; subsequent reads only fetch what changed since the last sync, so the load on Charles Schwab's side stays modest.
Can I disconnect Charles Schwab and what happens to the data Well already pulled?
Open Connections > Charles Schwab in Well and click Disconnect. Well drops the Plaid connection immediately and stops reading from Charles Schwab; you can also revoke Well from your Plaid dashboard. The account, transaction, and balance Well already imported stay in your workspace by default; ask Support to purge them if your compliance flow requires it.
What is Charles Schwab's routing number?
Charles Schwab's ACH routing numbers are 071000013, 121202211, 121282370, and 122105773. You never enter it by hand in Well, the connection runs through Plaid where you authenticate on Charles Schwab's side, and the routing number is shown here as a reference.
Does Well read investment accounts from Charles Schwab?
Yes. Charles Schwab exposes investment holdings through Plaid, so alongside your accounts, balances, and transactions Well reads your holdings as a read-only feed, ready to categorise and query in conversation.
Which region does Charles Schwab cover in Well?
Charles Schwab is a US brokerage, connected through Plaid. Well reads its accounts, balances, transactions, and investment holdings as a read-only feed and never moves money or changes anything at Charles Schwab.
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Ready to connect Charles Schwab?
Connect once. Every account, transaction, balance from Charles Schwab becomes searchable, queryable, and ready for your agents and tables. Disconnect any time.