IRA
My Schwab IRA is not showing up when I try to match accounts. I added the account as an investment. Should it be asset instead?
Thanks.
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1 Posted by dtd on 22 May, 2024 03:20 AM
Schwab IRA should be investment. You are using MD+ to match, correct?
Does the account show up at all? You might need to grant third party access to get it to show up.
System closed this discussion on 21 Aug, 2024 03:30 AM.