Direct connect stopped working with Schwab, NA

Paul's Avatar


11 Oct, 2021 12:15 PM


Having trouble getting Charles Schwab, NA -- linked via direct connect.... it doesn't download the transactions...

Went to Online, setup online banking, selected Charles Schwab, NA, selected the relevant account in Moneydance, routing nr and account number is filled in, as is the account type (checking), customer ID is blank (but tried putting my online banking ID in there a couple times but didn't help ... Tried "download transactions" for that account but it just doesn't do anything...

Next step to try? Thank you...

  1. 1 Posted by dtd on 11 Oct, 2021 04:50 PM

    dtd's Avatar

    just a user

    Schwab stopped sending ofx information to the proxy server set up by Sean (MD) late last year.

    You can find numerous discussions on this subject in the forums.

  2. System closed this discussion on 10 Jan, 2022 04:50 PM.

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