Charles Schwab Broker Downloads
« on: June 28, 2021, 10:59:28 AM »
As of June 30th 2021, Charles Schwab will no longer allow users of IAM to automatically download brokerage activity.  Charles Schwab has adopted a new file format method for such downloads, no longer supporting the current OFX (Open Financial Exchange) method that remains utilized by most financial institutions.  As an alternative, we have developed for users of IAM that are clients of Charles Schwab a method to easily import their transactional data.  Attached to this post is a resource guide with step-by-step instructions.  These instructions are also included within the IAM online help  system.
If any add'l questions, please contact our technical support team directly: