Charles Schwab investment accounts - transactions not being downloaded

bbono's Avatar


16 Oct, 2021 09:45 AM

I have very recently upgraded to Moneydance (4056) and opted-in for MD+. After successfully linking all three Schwab investment accounts I am still not able to download transactions as before (since mid September). Is this still a problem? Thanks to confirm and please indicate preset status of this issue.

Thanks in advance and kind regards,
Bill Bono

  1. 1 Posted by Stuart Beesley ... on 16 Oct, 2021 11:10 AM

    Stuart Beesley - JUST A FELLOW USER and Toolbox ‘guy’'s Avatar

    The MD developer has not yet finished/enabled investment accounts for MD+

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