Interface to Charles Schwab investemts.

ddmacdonald's Avatar


24 Sep, 2023 04:45 PM

I have been able to connect and download TD Ameritrade transactions to MoneyDance. My accounts are transferring to Charles Schwaab and I do not see anyway of downoading my transactions. Can you you provide me with assistance on how to do this? Thanks

  1. 1 Posted by dtd on 24 Sep, 2023 07:15 PM

    dtd's Avatar

    If you were using automatic ofx downloads (i.e. direct connect) with TD Ameritrade, you will be disappointed to learn that Scwhab discontinued that method of downloading a year or so ago - in favor of giving your data only to aggregators as opposed to you.

    They also only support CSV downloads from the website, which are useless for investment accounts (but can work with bank/savings with some effort).

    Moneydance created Moneydance+ (an optional addon) which works with the aggregator Plaid to download data. Unfortunately, aggregators make you pay to get your own data (sheesh), so Plaid charges Moneydance - which is why using MD+ costs $4/month or $40/year (optional if you want it).

    Hope that helps you make a decision on how to handle your Schwab transfer.

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