Track your Charles Schwab transactions without sharing your password

Skwad works seamlessly with Charles Schwab's email alerts to provide a robust, all-in-one financial management solution.

By forwarding Charles Schwab's alerts to your unique Skwad scan email address, you can harness the full potential of Skwad's transaction categorization, real-time account monitoring, and data-driven insights.

Gold Support

Skwad fully supports transaction and balance alerts from Charles Schwab. Charles Schwab's transaction alerts are instant, and their balance alerts are sent at least once a day.

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More supported banks with email alerts

🇦🇺 ANZ 🇨🇦 ATB Financial 🇺🇸 Ally Bank 🇨🇦 Alterna Bank 🇺🇸 American Express 🇨🇦 B2B Bank 🇺🇸 Bank of America 🇨🇦 Bank of Montreal 🇨🇦 Bank of Nova Scotia 🇬🇧 Barclays Bank 🇦🇺 Bendigo Bank 🇨🇦 CIBC 🇨🇦 Canadian Tire Bank 🇨🇦 Canadian Western Bank 🇺🇸 Capital One 🇺🇸 Charles Schwab 🇺🇸 Citibank 🇺🇸 Citizens Bank 🇺🇸 Comerica Bank 🇦🇺 Commonwealth Bank 🇨🇦 Desjardins Group 🇺🇸 Discover Bank 🇨🇦 EQ Bank 🇺🇸 Fifth Third Bank 🇬🇧 HSBC 🇺🇸 Huntington Bank 🇨🇦 ICICI Bank Canada 🇦🇺 ING 🇺🇸 JPMorgan Chase 🇺🇸 KeyBank 🇨🇦 Laurentian Bank of Canada 🇬🇧 Lloyds Bank 🇺🇸 M&T Bank 🇨🇦 MBNA 🇦🇺 Macquarie Bank 🇨🇦 Manulife Bank 🇨🇦 Meridian Credit Union 🇺🇸 Midwest Members Credit Union 🇺🇸 Morgan Stanley 🇬🇧 NatWest 🇦🇺 National Australia Bank 🇨🇦 National Bank of Canada 🇺🇸 Navy Federal Credit Union 🇨🇦 Oaken Financial 🇨🇦 PC Financial 🇺🇸 PNC 🇨🇦 RBC 🇺🇸 Regions Financial Corporation 🇨🇦 Rogers Bank 🇬🇧 Santander UK 🇨🇦 Scotiabank 🇨🇦 Simplii Financial 🌍 Splitwise 🇦🇺 St.George Bank 🇦🇺 Suncorp Bank 🇨🇦 TD Bank 🇨🇦 Tangerine Bank 🇺🇸 Truist 🇺🇸 U.S. Bank 🇺🇸 UBS 🇨🇦 Vancity 🇨🇦 Wealthsimple Cash 🇺🇸 Wells Fargo 🇦🇺 Westpac 🌍 Wise

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Frequently asked questions

My bank isn't on the list. Can I still use Skwad?

Definitely. Skwad is designed to work with email alerts, not the specific bank. If your bank sends you email alerts, you can use Skwad.

My bank doesn't have alerts. Can I still use Skwad?

Of course. There are several ways to add transactions to Skwad, including: manually adding individual transactions, uploading files like OFX, QIF, or CSVs, and automating imports using tools like IOS Shortcuts or IFTTT.

If you have a VISA card, see if you can setup purchase alerts from VISA.

Regardless of how you add transactions, Skwad will automatically categorize them for you.

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