Connect Schroders to EasyBankData
Schroders can be connected to EasyBankData. Below: how it connects, what data we bring in and how long the first time takes.
- Country
- Switzerland
- BIC
- SCHOGGGXXX
- Accounts
- Personal
- How it connects
- With username and password
How it connects
Schroders connects in one way:
-
With username and password
You enter your online banking username and password, and the authorised institution stores them so it can read your transactions.
Asks for two-factor authentication on every read: it doesn't update on its own.
What data we bring in
Your accounts, with their balance and transactions: date, amount, description and, when the bank provides it, the counterparty (who pays you or whom you pay) separate from the description.
With username and password we also bring in your cards.
We don't ask for loans, investments or insurance.
On the first connection we ask for the last 89 days of transactions. That history can only be fetched then, so it's worth letting it finish.
How long it takes
The first time takes 5 to 15 minutes, sometimes a bit longer, because that's when we bring in the history. You can close the screen: we'll let you know when it's done.
After that it doesn't update on its own: this bank asks for two-factor authentication on every read. When you want the latest, press "Refresh now" and complete the two-factor step at your bank. What you already brought in stays.
Get started with Schroders
Create your account and connect Schroders from the dashboard. Real banks are connected on a paid plan; the free one comes with sample data so you can try it first.