Schwab & MOCO
Every Schwab invoice, automatically routed to MOCO
GetMyInvoices connects to Schwab, detects new invoices and receipts, and forwards them to MOCO for you.
Why connect Schwab with MOCO?
GetMyInvoices connects to your Schwab account, automatically retrieves your invoices and receipts, and passes them on to MOCO ready for booking. You no longer need to manually log in to Schwab, and your receipts land directly where your accounting works with MOCO. One connection covers every Schwab account and every recurring billing period.
- Automatic retrieval to MOCO: connect Schwab once, never log in for an invoice again.
- Booking-ready in MOCO: the PDF plus the structured data your accounting needs.
- Built for many accounts: agencies, IT service providers and tax firms in one dashboard.
Over 20,000 businesses rely on GetMyInvoices
From Schwab to MOCO automatically
Three things happen automatically once Schwab is connected, so your invoices reach MOCO without manual work.
Retrieves every Schwab invoice
GetMyInvoices logs in to Schwab Cloud and Robot on a schedule and downloads each new invoice for you, including past invoices still available in your account.
Captures the data, not just the PDF
Each invoice is read, sorted and enriched with structured fields like invoice number, date, net, gross and VAT, then archived in a GoBD-compliant way.
Delivers your invoices to MOCO
Invoices and their data are exported to MOCO, ready for your tax advisor to book. No re-typing, no missing receipts.
Proven performance by GetMyInvoices
''From Schwab login to MOCO in four steps''
Set it up once. After that, every Schwab invoice finds its way into MOCO on its own.
- 1
Connect your Schwab account
Add Schwab in GetMyInvoices and enter your login once. The connection is stored securely and used only to fetch your invoices.
- 2
Invoices are retrieved automatically
GetMyInvoices logs in for you on a schedule and downloads every new Schwab invoice as a PDF plus structured data. No manual login required.
- 3
Data is prepared for booking
Each invoice is sorted, validated and enriched with the fields your accounting needs, then archived in a GoBD-compliant way.
- 4
Export to MOCO
Invoices and their data are exported to MOCO on your export schedule, ready for your tax advisor to book.
Schwab also exports to these systems
Your Schwab login stays protected
From the Schwab login to the MOCO export, we treat your credentials and your invoices accordingly.
Encrypted, or no password at all
Your Schwab login is stored encrypted and cannot be viewed by GetMyInvoices staff. Prefer to store no password? Bring your Schwab invoices in by email instead, through a dedicated GetMyInvoices inbox.
Hosted in Germany, GDPR
GetMyInvoices is GDPR-compliant and hosted in Germany. All data is transferred over HTTPS.
GoBD-compliant archive
Every Schwab invoice is archived in a GoBD-compliant way, with the original document kept alongside its data.
About Schwab & MOCO
Schwab
Schwab is a financial services provider for securities trading and asset management. This generates statements and fee records that need to flow into accounting. Automated processing saves the manual collection of these financial documents.
MOCO
MOCO is the integration that receives your Schwab invoices and receipts. GetMyInvoices downloads them automatically and hands them over ready to book — no manual downloading needed.
GetMyInvoices sits between Schwab and MOCO: it downloads the invoice at Schwab and delivers it to MOCO, ready to book.
Frequently asked questions about Schwab, MOCO and GetMyInvoices
Connect your Schwab account in GetMyInvoices once. From then on, GetMyInvoices logs in for you on a schedule and retrieves every new invoice as a PDF plus structured data, without you opening the Schwab console again.
Your Schwab credentials are stored encrypted and cannot be viewed by GetMyInvoices staff. They are used only to retrieve your invoices. GetMyInvoices is GDPR-compliant, hosted in Germany, and transfers all data over HTTPS.
If a login stops working, for example after a password change, GetMyInvoices flags the connection in your dashboard and notifies you. You update the credentials once and automatic retrieval continues.
Yes. You can connect multiple Schwab Cloud and Robot accounts and manage them from one GetMyInvoices dashboard. This is built for agencies, IT service providers and tax firms handling many clients.
To MOCO and more than 50 further integrations such as Lexware Office, sevdesk, Addison, Google Drive and Dropbox. You can also export in formats like CSV, ZUGFeRD and X-Rechnung. Your Schwab invoices arrive booking-ready in the tool your accounting uses.
GetMyInvoices archives your Schwab invoices in a GoBD-compliant way and keeps the original document alongside the extracted data. GoBD-compliant does not mean GoBD-certified; please confirm the specifics for your setup with your tax advisor.
No. You can start retrieving and organizing your Schwab invoices in GetMyInvoices right away. The MOCO export is available once you or your tax advisor connect MOCO. Everything else works without it.
Alongside the original PDF, GetMyInvoices captures the structured fields such as invoice number, date, net and gross amounts and VAT, and passes them to MOCO so your tax advisor can book without re-typing.
Ready to automate your
Schwab invoices?
Try GetMyInvoices with no obligation and start collecting your Schwab invoices automatically, straight into MOCO.