Schwab Investment data not downloading still...

norwich2's Avatar


02 Apr, 2022 06:34 PM

We've been waiting for 6 months to download Schwab Investment data directly. USAA issue was resolved. It looks like 2022.3 is supposed to have fixed it. We've done MD+ set up, matched, refreshed, rest sync date....yet any Schwab account we go to download from results in nothing new. I the "Downloading" notice appears in the frame and then goes away after a few seconds with nothing changed. I checked the console window... and see an OFX session start to with "POST" and spot this message every time:
"You don't have permission to access http"...a bunch of random looking characters...."on this server".... <TITLE>Access denied</TITLE>...

Anyone know how to troubleshoot this?

  1. 1 Posted by dtd on 02 Apr, 2022 07:00 PM

    dtd's Avatar

    just a user - you probably left the OFX connection to your Schwab accounts.

    If you have both OFX and MD+ set up, OFX takes priority, and we both know that OFX no longer works for Schwab.

    Go to Online/Setup Online Banking, choose OFX (vs MD+) and Disable OFX for each Schwab account. Then MD+ should be chosen instead, and if setup correctly should download.

    Be aware that you will likely get 6 months of data, and there will be some cleanup required as there will be discrepancies, as making it all perfect is still in progress (note that 2022.3 is still in a preview/beta state and isn't yet released as stable), so you're basically testing at this point.

  2. 2 Posted by dtd on 02 Apr, 2022 07:10 PM

    dtd's Avatar

    This cleanup by the program vs. by the user is right now at top of mind for Sean, so any discrepancies (like there is a known one where signs are reversed for some transactions) would be appreciated if presented as test results , knowing this is still being worked on.

    So, as you cleanup the downloads, taking notes on what you have to cleanup would be appreciated by Moneydance development.

    I was using 2022.3(4068) on a test dataset until recently, only moving to my live data recently, and yes I had to clean things up as well, which took a while, but it was nice to have everything download even with the time spent to clean.... I didn't want to wait for the program to do it for me...

  3. 3 Posted by norwich2 on 03 Apr, 2022 02:09 AM

    norwich2's Avatar

    DTD- That was the problem exactly! Got an account to download and will provide feedback/debugging assistance as I reconcile.

    Thank you.

  4. 4 Posted by ap on 03 Apr, 2022 02:17 AM

    ap's Avatar

    My Schwab transactions are not downloading. Just simply says Download's zero new transactions.

  5. 5 Posted by dtd on 03 Apr, 2022 02:45 AM

    dtd's Avatar

    Have you followed the advice I gave to norwich2 to disconnect your OFX connection for each account?

  6. 6 Posted by ap on 03 Apr, 2022 03:53 AM

    ap's Avatar

    I am not sure it applies. I was able to download schwab a week ago. now nothing. If I was able to do it previously, then this advice isn't applicable, right?

  7. 7 Posted by ap on 03 Apr, 2022 04:01 AM

    ap's Avatar

    Should add....if it does apply, then your advice isn't computing because when I go to "Online/Setup Online Banking" I see NOTHING that indicates where I can disconnect OFX.

  8. 8 Posted by dtd on 03 Apr, 2022 04:12 AM

    dtd's Avatar

    Nope - if you were able to download from md+ before to schwab, my advice does not apply.

    Things to note:
    this is still preview/beta
    plaid appears to have a distinct delay to downloading transactions - sometimes 48 hours.
    there is a bug on the sync date setting - i've worked with sean to get this working properly, but it is not yet released. you may want to try to set the sync date earlier to get transactions if they refuse to appear, but be ready for duplicates that already downloaded.
    You are testing new beta software. It has never been released as stable.

  9. 9 Posted by Stuart Beesley ... on 03 Apr, 2022 05:54 AM

    Stuart Beesley (Mr Toolbox)'s Avatar

    If you’ve already connected md+ then use toolbox to delete the ofx profile.

  10. System closed this discussion on 03 Jul, 2022 06:00 AM.

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