tag:infinitekind.tenderapp.com,2009-01-14:/discussions/online-banking/17482-ofx-to-charles-schwab-bankInfinite Kind: Discussion 2021-01-04T12:56:10Ztag:infinitekind.tenderapp.com,2009-01-14:Comment/488492432020-11-23T01:14:47Z2020-11-23T01:14:47ZOFX to Charles Schwab Bank<div><p>I'm a fellow user.</p>
<p>The issue with Schwab has been the subject of a number of discussions, you can see one of the main discussion at::</p>
<p><a href="https://infinitekind.tenderapp.com/discussions/problems/63978-moneydance-stopped-downloading-transactions-from-charles-schwab">https://infinitekind.tenderapp.com/discussions/problems/63978-money...</a></p>
<p>It is expected that an interim fix should be available at the end of November:</p>
<p><a href="https://infinitekind.tenderapp.com/discussions/online-banking/17212-schwab-transactions-not-downloading#comment_48846468">https://infinitekind.tenderapp.com/discussions/online-banking/17212...</a></p></div>dwgtag:infinitekind.tenderapp.com,2009-01-14:Comment/488492432020-12-04T11:33:34Z2020-12-04T11:33:34ZOFX to Charles Schwab Bank<div><p>Hi,<br>
Thank you for contacting Moneydance support.</p>
<p>Upgrading to the latest free preview version should fix the connection problem with Schwab.</p>
<p>Moneydance 2021 (2010) is now available to download from <a href="https://infinitekind.com/preview">this page</a>.</p>
<p>For a full list of improvements in the preview version, please refer to <a href="https://infinitekind.com/previewdl/current/changelog.txt">this page</a>.</p>
<p>Specifically, the (end-to-end encrypted) tunneling for OFX exchanges with certain banks (like Schwab) has been enabled within this version.</p>
<p>Please let us know if you have further questions or need more assistance.</p>
<p>--<br>
Maddy, Infinite Kind Support</p></div>Maddytag:infinitekind.tenderapp.com,2009-01-14:Comment/488492432020-12-08T01:26:20Z2020-12-08T01:26:20ZOFX to Charles Schwab Bank<div><p>Downloaded and tested the new version - worked great for me! Downloaded outstanding transactions in multiple different Schwab accounts - no issues.</p>
<p>Thanks for all the help!</p></div>chris_hardintag:infinitekind.tenderapp.com,2009-01-14:Comment/488492432020-12-08T02:00:28Z2020-12-08T10:29:00ZOFX to Charles Schwab Bank<div><p>Hi -</p>
<p>I downloaded this version - but its no free preview. I installed the above linked file and now its saying I no longer have a license.</p>
<p>The schwab download does now work though!</p></div>Jonathan Ptag:infinitekind.tenderapp.com,2009-01-14:Comment/488492432020-12-20T23:52:57Z2020-12-20T23:52:57ZOFX to Charles Schwab Bank<div><p>@Jonathan P, yes, this fix is only in MD version 2021. Since you haven't listed what version you were using it is hard to give exact advice.</p>
<p>If you had paid for version 2020, then this would be a free upgrade and your old key should work.</p>
<p>If you paid for version 2019 or earlier then 2021 would be a half price purchase on the web site.</p>
<p>This price covers all copies used by your household and is a fair/cheap price for this software.</p></div>sthtag:infinitekind.tenderapp.com,2009-01-14:Comment/488492432020-12-30T23:02:29Z2020-12-30T23:02:30ZOFX to Charles Schwab Bank<div><p>Updating to 2021 (3032) did NOT resolve this issue for me. I still can't download Schwab Bank transactions.</p></div>mikepooletag:infinitekind.tenderapp.com,2009-01-14:Comment/488492432020-12-30T23:21:26Z2020-12-30T23:21:26ZOFX to Charles Schwab Bank<div><p>Mike, I assume this a different issue than discussed previously?</p>
<ol>
<li>You may have to disable ALL your Schwab account downloads.<br></li>
<li>Renable each one, but search for a new connection (Schwab Bank) for you bank (not brokerage. Searching causes a renewed download of the bank info.</li>
</ol>
<p>OR, use Stuart B.'s Toolbox extension and disable and then delete the Schwab account. I don't think that is necessary but that would be the next thing to try.</p>
<p>That version of MD with fresh downloads seems to be working for a lot of folks.</p></div>sthtag:infinitekind.tenderapp.com,2009-01-14:Comment/488492432020-12-31T01:42:52Z2020-12-31T01:42:53ZOFX to Charles Schwab Bank<div><p>Thank you. Reconnecting did the trick.</p></div>mikepoole