Schwab Retirement Technologies


There are currently a number of smaller retirement providers that use Schwab solutions:

To access the accounts, they all use a similar URL template of:

Where "xxx" is a 3-character code for each retirement providers

My company used Chernoff Diamond, so their URL is:

I've tried all the Schwab account integrations and they don't seemt to work.

Has anyone had any success connected to these types of accounts?

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  • Coach Natalie
    Coach Natalie Administrator, Moderator admin

    @chrisnre, thanks for posting your inquiry to the Community!

    I'm not finding the URLs you provided above listed in Quicken Simplifi, so it sounds like this is most likely separate from the generic Schwab connection, and is something that's not currently available. With that, I went ahead and turned this into a Missing Financial Institution Request so other users can vote on it and we can keep it updated with any news if/when it becomes available.

    I hope this helps!

    -Coach Natalie

  • chrisnre

    Here is a list of other institutions I could find that are using the same platform, which should come up in the Community Search. Since Schwab is providing the backend of all of them, I think they would all be enabled if this Institution Request is granted:

    BNC National Bank

    California Pensions

    Carroll Consultants

    Chernoff Diamond

    Associated Bank

    First Hill



    Future Benefits of America

    Evolve Retirement Plan Solutions

    ACCG Retirement Services

    EBS - Employment Benefit Services


    MVP Plan Administrators


    Rudd and Wisdom

    P&A Group

    PCA - Pension Corporation of America

    Pension Parameters



    USI Consulting Group

    First Midwest

    Spectrum Employee Benefits

    Security National Wealth Management


    Texas Bank and Trust

    Leading Retirement Solutions


    Westpac Retirement Vista

  • Nathan.zach

    Commenting to add and up vote. I need my employer 401k account through associated bank listed above included.

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