tag:infinitekind.tenderapp.com,2009-01-14:/discussions/financial-institution-direct-connection-support-requests/214-schwab-bankInfinite Kind: Discussion 2011-04-07T08:37:04Ztag:infinitekind.tenderapp.com,2009-01-14:Comment/17467212010-05-22T01:30:23Z2010-05-22T01:30:26ZSchwab Bank<div><p>KW,</p>
<p>Schwab Bank is complicated. I was able to set-up the connection
manually in MD using the following information:</p>
<p>Name: Charles Schwab Bank, N.A.<br>
OFX Institution Org: ISC<br>
OFX Institution ID: 101<br>
OFX Connection URL: <a href=
"https://ofx.schwab.com/bankcgi_dev/ofx_server">https://ofx.schwab.com/bankcgi_dev/ofx_server</a></p>
<p>This will only work with checking. Savings is apparently not
supported at this time.</p>
<p>For information about the Schwab Invest First Credit Card,
please refer to the following conversation. <a href=
"http://help.infinitekind.com/discussions/financial-institution-direct-connection-support-requests/162-schwab-invest-first-credit-card">
http://help.infinitekind.com/discussions/financial-institution-dire...</a></p>
<p>I hope this helps...</p>
<p>Oilcan</p></div>Oilcantag:infinitekind.tenderapp.com,2009-01-14:Comment/17467212010-05-22T01:35:50Z2010-05-22T01:35:54ZSchwab Bank<div><p>I have just noticed in MD 2010f3 (750) release, Charles Schwab
Bank is now in the drop down list of available FI. Still no OFX
download for Savings or their FIA affiliated Credit Card.</p>
<p>Oilcan</p></div>oilcantag:infinitekind.tenderapp.com,2009-01-14:Comment/17467212010-05-24T16:29:44Z2010-06-14T08:53:06ZSchwab Bank<div><p>thanks for your quick response oilcan. i have downloaded the
newest version and it works great.</p>
<p>KW</p></div>KWtag:infinitekind.tenderapp.com,2009-01-14:Comment/17467212010-05-24T17:37:10Z2010-05-24T17:37:10ZSchwab Bank<div><p>Hi,</p>
<p>We recently added support bank for Schwab Bank a long period of
it not working correctly. I think it may be limited to checking
only, as Oilcan points out. Please let us know if you have any
trouble with this connection, since it was broken for so long that
we want to be sure it's working as well as it can.</p>
<p>Jessica Little<br>
Moneydance Support</p></div>Jessica Littletag:infinitekind.tenderapp.com,2009-01-14:Comment/17467212010-05-24T17:42:39Z2010-05-24T17:42:52ZSchwab Bank<div><p>thanks for the prompt response oilcan. i have downloaded the
latest version and it's working fine with schwab bank so far.</p>
<p>KW</p></div>KWtag:infinitekind.tenderapp.com,2009-01-14:Comment/17467212010-06-08T18:17:06Z2010-06-08T18:17:06ZSchwab Bank<div><p>KW,</p>
<p>Glad to hear it's working now. Please let me know if I can be of
further assistance,</p>
<p>Angie Rauscher<br>
Moneydance Support</p></div>Angie Rauscher