Average Ratings 1 Rating

Total
ease
features
design
support

Average Ratings 1 Rating

Total
ease
features
design
support

Description

Effortlessly manage your investments and execute trades with the support of Schwab. You can trade a variety of financial instruments such as stocks, options, bonds, mutual funds, and ETFs. By utilizing Schwab's website and mobile app, you can easily oversee your account anytime, anywhere. Access a suite of online tools designed to help you screen and assess investments and create a tailored financial plan. You can reach out to our financial experts whenever you need assistance, and you can also find local support at a nearby branch. Our trading platforms, whether web-based or mobile, are crafted to facilitate an excellent trading experience. Whether you're looking to sharpen your trading expertise or explore something new, you can tap into a community of professionals who are equally enthusiastic about trading. With just a touch, face ID, or a saved passcode, you can quickly check your portfolio balance, including assets held outside of Schwab, as well as your holdings and statements. Depositing checks into your eligible Schwab Bank or brokerage accounts is a breeze—simply snap a few pictures. Quickly view your positions and effortlessly trade various assets like stocks, ETFs, mutual funds, and options while enjoying the convenience of modern technology.

Description

WealthBee serves as a comprehensive platform for traders, functioning as both a trading journal and a source of financial insights, enabling users to monitor their portfolios, evaluate their trades, and refine their investment strategies effectively. It accommodates various asset classes, including stocks, options, and futures, while delivering features such as real-time profit and loss tracking, trade logging, and net worth oversight, all enhanced by customizable dashboards tailored for individual preferences. With seamless integration with prominent brokers like Schwab, TastyWorks, and TD Ameritrade, WealthBee offers features like automated reporting, systematic strategy classification, and near-instantaneous pricing updates. Whether you handle a small number of portfolios or manage extensive trading activities, WealthBee provides essential tools that empower you to increase your financial prosperity. Additionally, its user-friendly interface ensures that both novice and experienced traders can maximize their investment potential with ease.

API Access

Has API

API Access

Has API

Screenshots View All

Screenshots View All

No images available

Integrations

APS Payroll
CFO Silvia
Kinfo
Moneytree
NVSTly
PinkLion
ProTracker Advantage
ProTracker RMD
Provisian
Riskalyze
SmartOffice
StreetSmart Edge
Taiki
The Dividend Tracker
TradeZella
Trademetria
TradingDiary Pro
Utluna
VISE
Wealth.com

Integrations

APS Payroll
CFO Silvia
Kinfo
Moneytree
NVSTly
PinkLion
ProTracker Advantage
ProTracker RMD
Provisian
Riskalyze
SmartOffice
StreetSmart Edge
Taiki
The Dividend Tracker
TradeZella
Trademetria
TradingDiary Pro
Utluna
VISE
Wealth.com

Pricing Details

No price information available.
Free Trial
Free Version

Pricing Details

$35
Free Trial
Free Version

Deployment

Web-Based
On-Premises
iPhone App
iPad App
Android App
Windows
Mac
Linux
Chromebook

Deployment

Web-Based
On-Premises
iPhone App
iPad App
Android App
Windows
Mac
Linux
Chromebook

Customer Support

Business Hours
Live Rep (24/7)
Online Support

Customer Support

Business Hours
Live Rep (24/7)
Online Support

Types of Training

Training Docs
Webinars
Live Training (Online)
In Person

Types of Training

Training Docs
Webinars
Live Training (Online)
In Person

Vendor Details

Company Name

Charles Schwab

Founded

1973

Country

United States

Website

www.schwab.com/brokerage

Vendor Details

Company Name

WealthBee

Founded

2021

Country

United Kingdom

Website

wealthbee.io

Product Features

Alternatives

Alternatives

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