All bills in one place
No more manual downloads of Schwab statements
GetMyInvoices connects to your Schwab account and automatically downloads statements and fee records, ready for booking in your accounting.
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Over 20,000 companies trust GetMyInvoices
What GetMyInvoices does for Schwab
No more manual downloading
You no longer log in to your Schwab account to hunt for invoices. GetMyInvoices handles the retrieval for you.
A searchable receipt archive
All Schwab receipts sit in one place — central, searchable and tagged. Your team finds any document in seconds, and nothing gets lost.
Accounting without media breaks
Your receipts flow automatically into DATEV, Lexware Office or your cloud. Your books stay up to date with nothing to forward by hand.
Who uses GetMyInvoices with Schwab
Professional Services (Consulting, Legal, Tax, Finance)
At the end of the month, someone from the back office sits in front of Schwab Advisor Services and downloads statement after statement individually, because the custody fees and trading costs must be documented separately for each client account. With multiple clients, this quickly adds up to an hours-long clicking marathon, and individual receipts easily get lost in the process. If proof is later missing for invoicing to clients or for a tax audit, the search in the portal starts all over again. GetMyInvoices automatically retrieves these receipts as soon as they become available and organizes them for further processing. This keeps cost allocation per client traceable even as the client base grows.
Start now with receipt automation for Professional Services (Consulting, Legal, Tax, Finance)
Public Sector & Non-Profit
A foundation manages its assets through a Donor-Advised Fund at Schwab Charitable, and at year-end the administration must compile every donation confirmation and account statement for donor communication and board review. Often a single person handles this on the side, switching between portal login and Excel spreadsheet, easily overlooking individual grant receipts. Missing documentation also quickly raises questions about the use of funds at non-profit organizations. With receipts automatically retrieved from the Schwab account, complete documentation is available in time for the reporting deadline, without anyone having to manually gather the figures.
Start now with receipt automation for Public Sector & Non-Profit
Education & Science
A university's endowment office manages investment funds across multiple Schwab accounts simultaneously, while 529 savings plan administration simultaneously requires separate statements for individual beneficiaries. When, at the end of the quarter, accounting must allocate capital gains and fees to the correct funding pools, it's often exactly the one account statement that no one previously downloaded that's missing. This leads to follow-up questions with fund management and delays the internal report to university leadership. GetMyInvoices automatically retrieves the receipts from all connected Schwab accounts, so allocation to the respective funds and savings plans can proceed without delay.
Start now with receipt automation for Education & ScienceHow does it work?
Connect your Schwab account
Connect your Schwab account to GetMyInvoices once to download invoices automatically.
Good to know
- Sign in with your usual login details.
- You can connect several accounts of this portal separately.
- Your login details are stored encrypted and cannot be viewed by GetMyInvoices staff.
Invoices are retrieved automatically
GetMyInvoices checks your Schwab account regularly and downloads all available invoices automatically.
Good to know
- All available invoices and receipts are captured.
- You set the retrieval interval yourself.
- Documents already captured are not downloaded twice.
Forward to your accounting
Your Schwab receipts are exported to the accounting solution of your choice.
Good to know
- Compatible with DATEV, Lexware Office and other accounting solutions.
- You set the export schedule independently of the retrieval interval.
- On export, you pass either the file or the file including metadata.
Proven performance by GetMyInvoices
Frequently combined with
About 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.
Frequently asked questions about Schwab and GetMyInvoices
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Schwab invoices?
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