BankSync connects Charles Schwab - Retirement Plan Center to Microsoft Excel via secure open banking APIs, automatically syncing transactions, balances, and account data in real time. Set up takes under 10 minutes — no coding required.
Sign up for BankSync and securely link your Charles Schwab - Retirement Plan Center account through our open banking integration. Your credentials are never stored.
Authorise BankSync to write data to your Microsoft Excel workspace. Select the database or sheet where your transactions should land.
Map your Charles Schwab - Retirement Plan Center transaction fields — date, amount, merchant, category — to the columns in Microsoft Excel however you like.
Choose how often BankSync runs: every 15 minutes, hourly, daily, or on demand. Your data stays up to date automatically.
Full transaction history from Charles Schwab - Retirement Plan Center including date, amount, merchant, and category.
Current and available balances for all your Charles Schwab - Retirement Plan Center accounts, updated on every sync.
Account names, numbers, and types so you can filter and organise data in Microsoft Excel.
Merchant names and category codes for richer transaction context.
Map any Charles Schwab - Retirement Plan Center field to any column in Microsoft Excel — fully configurable.
Run syncs every 15 minutes, hourly, daily, or trigger them manually at any time.
Start your 14-day free trial. Connect your bank, configure your sync, and have data flowing into Microsoft Excel in minutes.
Get Started FreeBankSync is not affiliated with, endorsed by, or an official partner of Charles Schwab - Retirement Plan Center or Microsoft Excel. All trademarks belong to their respective owners. Bank connections are established through regulated open banking providers.
