Maddy on 02 Nov, 2021 11:12 AM
We are sorry to hear about the problem you have encountered.
Which account type are you wishing to connect?
Please note: At this time, Moneydance+ does not support any investment accounts. We are working with Plaid (the third-party aggregator that our Moneydance+ service uses) to enable this, but we can't speculate on when that will be released.
Unfortunately, Schwab OFX (Direct Connect) downloads are no longer available. Schwab has disconnected this service without a replacement. We are working to restore a connection through Moneydance+ which was recommended by Schwab as the only way forward due to security concerns on their side. Using Moneydance+ in Moneydance 2022 you can download banking transactions from Schwab accounts, but investment accounts are not yet accessible.
I hope this information is helpful. Please let us know if you have further questions or need more assistance.