Schwab Plan does not connect

Brian McCasey
Brian McCasey Member
edited November 2023 in Adding and Updating Accounts

My company provided 401k is with Charles Schwab, but it is linked through, not When speaking with a Charles Schwab rep, he stated that is for individual banking and investments. While company provided 401k plans go through the site. Simplifi will not connect to Is there a workaround or an ETA when that will be fixed?


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