tag:infinitekind.tenderapp.com,2009-01-14:/discussions/online-banking/22451-can-i-download-a-full-history-of-my-schwab-accountInfinite Kind: Discussion 2022-05-20T10:07:43Ztag:infinitekind.tenderapp.com,2009-01-14:Comment/543463522022-05-18T20:54:16Z2022-05-18T20:54:20ZCan I download a full history of my Schwab account?<div><p>This morning I finally set up MD+ and Plaid, connected to my credit union and Schwab investment account, and successfully downloaded the CU info.<br>
My Schwab account has been messed up for quite some time, so I created a new investment account, set the start date to 2018, and downloaded transactions. However, I only got about 8 months of data rather than the 3.5 years I was hoping for. Does anyone know of a way to download the entire history? I realize this is asking a lot but before I do a CSV or QIF download & import (or manually entering several hundred entries) I thought I'd ask. Any assistance is greatly appreciated.</p>
<p>Thanks,<br>
Tom</p></div>Tom Emrichtag:infinitekind.tenderapp.com,2009-01-14:Comment/543463522022-05-18T21:53:59Z2022-05-18T21:56:01ZCan I download a full history of my Schwab account?<div><p>just a user - traditionally, Schwab maxes out at 18 months.</p>
<p>With all the changes Schwab has made in the last year or so, they may have dropped it to 8.</p>
<p>I don't know of a way to download your entire history in a way that would work in Moneydance. Schwab only provides CSV manually which won't work with investment accounts.</p>
<p>Hope that helps (well, I'm sure it doesn't - but hope the info is useful.)</p>
<p>There are (a VERY few programs) that say they support CSV with investment accounts, but invariably I've found they only mean bank and credit cards.</p>
<p>So, yeah, manually entering several hundred entries. On entries that don't need a defined cost basis, combine them up - like 2018/12/31 - 2018 interest - $xx.xx</p></div>dtdtag:infinitekind.tenderapp.com,2009-01-14:Comment/543463522022-05-19T23:45:45Z2022-05-19T23:45:48ZCan I download a full history of my Schwab account?<div><p>That's what I was afraid of, but thought I'd ask before I dove in the deep end!</p>
<p>Thanks for the info,<br>
Tom</p></div>Tom