Schwab

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tbbrightman

04 Apr, 2022 04:01 PM

How do I setup online downloads of my Schwab accounts (5 of them)?

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  1. 31 Posted by tbbrightman on 11 May, 2022 10:45 PM

    tbbrightman's Avatar

    This is an odd rant. I think you are perhaps a normal user expecting good
    faith and fair dealing.

    A little history may help you deal with the infantile management of IK.

    Rather than honestly advise customers of the dysfunction of MD+, they chose
    to hide it. Schwab made matters worse by abandoning OFX support.

    This created all manner of busted software to bank/brokerage links.

    As of last week, it works! That's right. Schwab & MD+ for banking and
    investments.

    Go slow, though. Keep any OFX connections you may have in place. Add an
    MD+ connection and bring up a new account to verify that all is well.

    I'm waiting a month [at least] before declaring it working.

  2. 32 Posted by bschottmi on 15 Jul, 2022 12:26 PM

    bschottmi's Avatar

    Tbbrightman - Is Schwab now working for you? My link remain broken, getting an unexpected Internal Server error.
    Please advise

  3. System closed this discussion on 14 Oct, 2022 12:30 PM.

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