Syncing with Schwab inconsistent?

david.beav's Avatar

david.beav

07 Apr, 2026 10:19 PM

As I connect MD+ to Schwab investment accounts, the results are all over the map. I really can't rely that the balances shown in MD are anywhere close to accurate. Sometimes it counts $1 money market shares as $100,000 (my balance is fun to look at but...) Sometimes there are phantom transactions changing my balance with no obvious reason. Etc. MD+ has worked so well for banking and credit card accounts. Each Schwab account has a cash component and an investment component that in theory would add up to the right balance. Am I doing something wrong? Does this work for other people?

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