Hi, MoneyWell 1.4.2 Leopard 10.5.6
I'm trying to link to my investor account with Charles Schwab. I can currently log into their customer center at schwab.com, so I know my account is functional, but MoneyWell reports that the institution doesn't support direct connections. There are three institutions listed for "schwab" in the search results while adding an account. According to the documentation on the Schwab site, I need the "Inc." and not the "N.A." since I don't have a checking account. It fails to connect to the N.A. option with my login, but MoneyWell at least seems to think that it supports direct connections. Also, the Schwab docs only have instructions for Quicken and their URL includes a "/quicken", so they may not support whatever format MoneyWell requires. Any advice? Thanks! --~--~---------~--~----~------------~-------~--~----~ You received this message because you are subscribed to the Google Groups "No Thirst Software User Forum" group. To post to this group, send email to [email protected] To unsubscribe from this group, send email to [email protected] For more options, visit this group at http://groups.google.com/group/no-thirst-software?hl=en -~----------~----~----~----~------~----~------~--~---
