Jim's Avatar


22 May, 2024 03:09 AM

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?


  1. 1 Posted by dtd on 22 May, 2024 03:20 AM

    dtd's Avatar

    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.

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