When will Charles Schwab Employee Benefit Accounts connection come back?

Hello - this connection used to exist and it was nice to track my overall net worth as my company uses this account for stock compensation.

I see in this thread it is now an "unsupported account type." What changed? Is it planned to come back? Annoying to calculate this separately on the side in an app that I mostly enjoy.

Best Answer

  • Coach Jon
    Coach Jon Moderator admin
    Answer ✓

    Hello @evenfurthermore,

    Thanks for reaching out! I apologize for the inconvenience. Since we use the bank's oauth connection, they determine the supported account types. You can contact Schwab directly to help make them aware of the impact from their end, however.

    Thanks,

    Coach Jon

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