Investments
Charles Schwab
Your Charles Schwab holdings, kept up to date.
- What it does
- Connect Charles Schwab securely: you sign in to Charles Schwab in a secure window, and your investment and retirement accounts arrive in Countorra with their balances and transactions, then keep themselves up to date. Countorra never sees or stores your Charles Schwab password.
- What it uses
- Your investment and retirement accounts at Charles Schwab: names, balances and transactions, and holdings
- What it never touches
- Your Charles Schwab login, which Countorra never sees
- Your money: Countorra reads, and can't pay, transfer or trade
- Plan
- Countorra Management and Countorra Tax. Compare the plans