On Jan 6, 2009, at 10:58 AM, Brandan Lennox wrote: > 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!
Hi Brandan, I just updated the Schwab entries. Try usign the "Inc." version for brokerage accounts (as you mentioned, the "Bank" version for checking accounts). If it still doesn't work, please send your ofxlog.txt file to [email protected]. You can find it in your ~/Library/Application Support/MoneyWell folder. Thanks. Peace, Kevin Hoctor [email protected] No Thirst Software LLC http://nothirst.com http://kevinhoctor.blogspot.com --~--~---------~--~----~------------~-------~--~----~ 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 -~----------~----~----~----~------~----~------~--~---
