Schwab Plan does not connect
My company provided 401k is with Charles Schwab, but it is linked through Schwabplan.com, not CharlesSchwab.com. When speaking with a Charles Schwab rep, he stated that CharlesSchwab.com is for individual banking and investments. While company provided 401k plans go through the schwabplan.com site. Simplifi will not connect to Schwabplan.com. Is there a workaround or an ETA when that will be fixed?
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@Brian McCasey, thanks for reaching out!
When viewing your connection attempts from our end, I'm not seeing any attempts with Charles Schwab — have you tried adding the account in question using the "Charles Schwab" option? If so, what happens?
Please let us know so we can best assist!
-Coach Natalie
-Coach Natalie
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@Brian McCasey, I actually found an older post stating that Charles Schwab 401k is available under "401k Access" —
Let us know if this works for you! 🤞
-Coach Natalie
-Coach Natalie
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Coach Natalie,
That worked. Thank you.
Brian
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