tag:infinitekind.tenderapp.com,2009-01-14:/discussions/online-banking/20370-schwab-brokerage-not-downloading-transactions-with-a-valid-moneydance-subscriptionInfinite Kind: Discussion 2021-11-11T22:42:06Ztag:infinitekind.tenderapp.com,2009-01-14:Comment/494766152021-11-08T02:59:06Z2021-11-08T02:59:06ZSchwab Brokerage Not Downloading Transactions with a valid MoneyDance+ Subscription<div><p>I'm a fellow user.</p>
<p>Brokerage accounts are not yet supported with Moneydance+. Adding this capability is currently being worked on.</p></div>dwgtag:infinitekind.tenderapp.com,2009-01-14:Comment/494766152021-11-08T15:22:02Z2021-11-08T15:22:03ZSchwab Brokerage Not Downloading Transactions with a valid MoneyDance+ Subscription<div><p>Thank you for the information. Is there a target date for availability?</p>
<hr></div>jscimetag:infinitekind.tenderapp.com,2009-01-14:Comment/494766152021-11-08T19:44:59Z2021-11-08T19:44:59ZSchwab Brokerage Not Downloading Transactions with a valid MoneyDance+ Subscription<div><p>It i being worked on with the aggregator - Plaid - but there is no availability date</p></div>dwgtag:infinitekind.tenderapp.com,2009-01-14:Comment/494766152021-11-10T12:01:29Z2021-11-10T12:01:29ZSchwab Brokerage Not Downloading Transactions with a valid MoneyDance+ Subscription<div><p>Hi,</p>
<p>I can see you’ve received a reply from one of our knowledgeable Moneydance customers, and it appears you’ve been given all the information you need.<br>
Just to confirm:<br>
At this time, Moneydance+ does not support investment accounts. We are working with <a href="https://plaid.com/">Plaid</a> (the third-party aggregator that our Moneydance+ service uses) to enable this, but we can't speculate on when that will be released.</p>
<p>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.</p>
<p>I hope this information is helpful. Please let us know if you have further questions or need more assistance.</p>
<p>--<br>
Maddy, Infinite Kind Support</p></div>Maddytag:infinitekind.tenderapp.com,2009-01-14:Comment/494766152021-11-10T15:59:46Z2021-11-10T15:59:46ZSchwab Brokerage Not Downloading Transactions with a valid MoneyDance+ Subscription<div><p>Thanks Maddy. You can close the case.</p>
<hr></div>jscime