Charles Schwab Accounts Not Working

[majorbta]

I have not been able to get my charles schwab accounts to work with mint. Any ideas, or is this a bug that is being fixed?

[marks]

I have tried for a week to get Schwab to work. I received an email saying it was a bug and would be fixed in 24 hours. It is still not fixed and the second time I wrote they didn't bother sending me an email back. :mad:

[Damon]

Are you trying to add what would be considered a brokerage/investment account? If so, these currently aren't supported. The system would only accept pure credit card and bank accounts now.

[patnmary]

This is not a brokerage account it is a bank account registered under Charles Schwab Bank?! What's the use of joining if I can't access my bank account. It's also weird that a site that encourages us to find higher interest rate checking accounts would not have access to the bank that has one of the highest rates?!

[BrianBSL]

This is not a brokerage account it is a bank account registered under Charles Schwab Bank?! What's the use of joining if I can't access my bank account. It's also weird that a site that encourages us to find higher interest rate checking accounts would not have access to the bank that has one of the highest rates?!

Do you access your Charles Schwab Bank account through the brokerage website or the bank website?

I access mine through the brokerage website, and it seems to be working fine.

[Damon]

It isn't that simple, unfortunately. Even if it is a bank account, there are some issues around adding accounts right now that don't work for all people. I basically try to also advise people that accounts tied to a brokerage account (checking, for example) wouldn't pull in because the account is considered a brokerage account.

[chefscotticus]

It's also weird that a site that encourages us to find higher interest rate checking accounts would not have access to the bank that has one of the highest rates?!

I basically try to also advise people that accounts tied to a brokerage account (checking, for example) wouldn't pull in because the account is considered a brokerage account.

With both Schwab and now Fidelity too jumping into the free, interest-bearing checking accounts, I hope Mint makes it a priority to figure out how to include these accounts too.

[acneel]

Not being able to add the accounts from brokerage firms is a huge problem in using the site. Pretty disappointed that I'm not hearing any timelines for getting these added

Thanks

[Damon]

If I have any confirmation that we will indeed launch this, something we're looking to see if we can support, I will most certainly mention it out here.

[mintfeedback]

For what it's worth, my scwhab checking account works fine with mint.

[mdorn]

I added a "Schwab One" account. I am able to see the balance, but Mint does not import the transactions from my checking account.

Any idea why or when this will be supported?

[royerd]

It's not true that you cannot access a Schwab credit card through a brokerage account. I have been doing so for a month until a few days ago when Mint.com quit allowing this. I've double checked my logins. It works going directly through schwab at schwabbankcreditcard.com but something has changed at mint that does not allow this now.

[royerd]

Are you trying to add what would be considered a brokerage/investment account? If so, these currently aren't supported. The system would only accept pure credit card and bank accounts now.

I'm not sure what a Mint rep would say this. I can retrieve information and numbers from my brokerage account just fine. But my brokerage account also has a credit card attached to it. That's what I'm having trouble getting now (though it's worked for about 4 weeks prior to a few days ago).

Dan

[royerd]

Mine works fine too. They just need to clarify all of the different URLs that are offered for Schwab. The one that works with a credit card that is attached to a brokerage account is this:

schwabbankcreditcard.com

But that's not offered as an option. My account worked fine until a few days ago.

[Damon]

It isn't that simple, unfortunately. Even if it is a bank account, there are some issues around adding accounts right now that don't work for all people. I basically try to also advise people that accounts tied to a brokerage account (checking, for example) wouldn't pull in because the account is considered a brokerage account.

I think I worded this incorrectly, unfortunately. The "checking" was a poor example...I was just trying to make a point that all account types may not be supported from a particular institution.

[Damon]

More..

We have three options on the site for Schwab:

Credit Card (should be added separately).
Banking (should be added separately)
Brokerage/Investment accounts (also should be added separately)

The url mentioned doesn't always play a role in allowing access (other stuff goes on behind the scenes).

[nscheetz]

I have had the same issues with my account. I have a Schwab One account and an "associated" Schwab Bank checking account. It all worked fine until about 3 weeks ago. I spoke with Schwab today and they said that the only way to access the Bank account is through a Schwab One log in on the brkerage side. They said they "turned off" access to these associated accounts through the Schwab Bank web site (no idea why).

Very frustrating. Is there any other way?

[Damon]

I am actually seeing pretty solid add rates for all of the Schwab products on our site.

"They said they "turned off" access to these associated accounts through the Schwab Bank web site (no idea why)."

Not sure I follow this one from Schwab? They turned it off on their site?

[nscheetz]

It seems that if you have a brokerage account with Charles Schwab Brokerage (www.schwab.com) and a bank account at Charles Schwab Bank (www.schwabbank.com) and these accounts are "associated" - ie you can easily move money between them and see them both through your brokerage log in, then they will not let you access your bank account throuh a direct log in to www.schwabbank.com. When these accounts are associated you have to log into your brokerage account web site to see the bank. Unfortunately, it seems that Mint can no longer access those accounts that way.

[nscheetz]

Now this is odd. Yesterday MINT managaed to retireive my information from the "associated" checking accounts for the first time in 3 weeks (it has always been able to get the brokerage info), but today it's back to having problems. Is it possible the system is timing out too quickly?

[kmonk]

Is your Schwab checking account a Schwab One account or a Schwab Bank account?

[ninjasavant]

Here's my situation:

I have a Schwab brokerage account and the Investor Checking that goes along with it and both of them work fine. I also have a credit card that I access via schwab.com, its not accessible through schwab bank, its an investor credit card. This account is the one I can't access which is frustrating because its where all my transactions happen. Any chance we can work on that?

[ninjasavant]

Here's my situation:

I have a Schwab brokerage account and the Investor Checking that goes along with it and both of them work fine. I also have a credit card that I access via schwab.com, its not accessible through schwab bank, its an investor credit card. This account is the one I can't access which is frustrating because its where all my transactions happen. Any chance we can work on that?
Turns out I had to register my card account with the schwabbank.com site to access it. Problem solved.

[crane.brett@gmail.com]

Hi,

I have a Charles Schwab Bank Account (Investor Checking) and it appears that not all transactions are being imported into Mint. I have 30 transactions that were correctly brought into Mint (3/28/08 to present), but anything before then is not brought in. This means that roughly 75% of my transactions in the past 5 months are missing from Mint. I am not sure if this is tied to the manner in which Schwab statements are generated or something of that sort.

Is anyone else experiencing a problem like this? Is this the expected behavior for Mint? Anyone have any suggestions?

Thanks,
Brett

[akaias]

Back in January I switched from Chase to Charles Schwab Bank. After 9 months of waiting my Charles Schwab Bank checking account finally worked for the first time on Saturday September 6. Unfortunately Mint only pulled transactions since September 1. At the bank site I can go back to the day I opened the account (Jan 20). I am aware of Mint going 30 days max for newly added accounts regardless of history available from the bank.

Mint has no record of 9 months of spending or income. Is time just a factor now to get Mint's full potential (since now all check card and income will be 'noticed')?

[stupakov]

Hi,

I've got to jump in on this thread -- the most recent posts are from a while ago, and it looks like this hasn't been resolved.

I've got a linked brokerage account and checking account at schwab.com, and Mint is only able to see the brokerage but not the checking account.

I just tried re-adding my schwab.com accounts to mint, and again, only the brokerage but not the checking account was added.

Do you have any updates on whether this can/will be fixed in the near future?

Thanks
Alex

[Pacific user]

I have a problem similar to others posted here.

I have a Schwab brokerage account, a high yield investor checking account, and a Charles Schwab Bank Invest First credit card account.

The brokerage account and investor checking account, accessed via schwab.com, work with Mint just fine.

The Invest First credit card (a new Schwab product, I think) is accessed via schwabbankcreditcard.com. However, there is no option in Mint's "add accounts" function that accesses via schwabbankcreditcard.com. Any plans to fix this?

Many thanks.

[Glacier]

I can access my Schwab Brokerage and Schwab High Yield Checking accounts just fine using mint. Schwab recently started to offer a High Yield Savings account as well, and I opened one of those a few weeks ago. However mint doesn't seem to display the info for my savings account (it continues to display the checking and brokerage just fine). If it helps, when I log into the schwab site, I can see both my checking and savings account info.

Is there any word on when mint will show info from Schwab Savings as well?

Thanks!

[Tangible]

I have Schwab savings accounts, but do not have a Schwab brokerage account. As such, I cannot log in to schwab.com; I must log in to schwabbank.com . That works fine, but Mint doesn't seem able to do it. Any advice?

[bobcat]

I can access my Schwab Brokerage and Schwab High Yield Checking accounts just fine using mint. Schwab recently started to offer a High Yield Savings account as well, and I opened one of those a few weeks ago. However mint doesn't seem to display the info for my savings account (it continues to display the checking and brokerage just fine). If it helps, when I log into the schwab site, I can see both my checking and savings account info.

Is there any word on when mint will show info from Schwab Savings as well?

Thanks!


Same thing here. It seems that, even within Charles Schwab's website, the savings account is treated like an "external account". Its very strange - transfers take a full business day (as compared to transfers between bokerage and savings which are instananeous) and I can't see a transaction history for the savings account, even though it shows up under my "account summary" tab at Svhwab.
Again, the savings account is quite new at Schwab.

[iamlost26]

This was mentioned in another thread (somewhere), but I've heard rumors on the net that the online portion of the Schwab Savings account won't go live until some time in May, and probably at that point you'll be able to do online transfers and see transaction history.

Also, did you do your transfers through the automated system? I made a transfer through an agent and the transfer was instantaneous. I've never tried doing the automated one, though, so I have no idea if those take a full business day or not.

[bobcat]

This was mentioned in another thread (somewhere), but I've heard rumors on the net that the online portion of the Schwab Savings account won't go live until some time in May, and probably at that point you'll be able to do online transfers and see transaction history.

Also, did you do your transfers through the automated system? I made a transfer through an agent and the transfer was instantaneous. I've never tried doing the automated one, though, so I have no idea if those take a full business day or not.

That makes sense - still seems that they're working on fully integrating the savings account.

The transfer was done online from brokerage to savings (with savings being treated as an external account) and yes, took a full business day.

[iamlost26]

An interesting note, though I don't know if it's related or not. This morning, the "old Schwab" site seemed to not be function correctly, and Mint couldn't pull transactions, although the "new Schwab" site worked fine. Since our savings account only shows up on the new Schwab site, maybe Mint is not yet compatible with the new Schwab?

[bobcat]

My Savings account showed up today - Everything is working great - Now I can get a true financial picutre with my Savings account included.

[Pacific user]

I have a problem similar to others posted here.

I have a Schwab brokerage account, a high yield investor checking account, and a Charles Schwab Bank Invest First credit card account.

The brokerage account and investor checking account, accessed via schwab.com, work with Mint just fine.

The Invest First credit card (a new Schwab product, I think) is accessed via schwabbankcreditcard.com. However, there is no option in Mint's "add accounts" function that accesses via schwabbankcreditcard.com. Any plans to fix this?

Many thanks.
This has been resolved. The "add account" function can now register the Schwab Invest First Visa card via schwabbank.com

[slattery]

My savings, brokerage and checking accounts work fine. I still can't get the credit card to work though.

I don't use schwabbank.com, and my normal login info doesn't work there. Schwab says schwabbank.com is deprecated, and to use schwab.com. I can see my credit card balance and transactions there, but Mint just gives me a login error when I try to add the credit card.

Mint told me to leave the error account on my accounts list, which apparently keeps it on their radar of stuff that needs fixing.

[Tangible]

I don't think the information that schwabbank.com is deprecated is correct for those of us who do not have brokerage accounts. I have 3 savings accounts, and I can only see them at schwabbank.com. Mint doesn't work with this site at all, unfortunately. D

These accounts seemed like a good idea when they were at >2% interest, but the rate has been sinking fast, and is now at 1.75%.

Does someone else (without a brokerage account) have a different login experience?

[duganj]

I successfully imported my Schwab Brokerage and High Yield Checking Accounts into mint.com but was having issues with my Invest First and Platinum Plus Schwab Visa Cards.

Schwab didn't know what was up talking to their tech support.

The mint.com login for the Visa card shows the site at schwabbank.com, which if you have a brokerage account with Schwab you won't even have a login for, since you just use the regular Schwab.com login to access all your accounts.

However, I did find a workaround. If you go to fiacardservices.com and register for the online access for your Schwab Credit Card there you can then add your schwab cards to mint by selecting FIA card services as the financial institution.

It just worked for both my Invest First and Platinum Plus cards. Hope this helps. Now on to try and get my Schwab Mortgage Acct to show up.

[edmundo]

thanks duganj, that was huge! :)

[brianguy]

everything from Schwab shows up for me MINUS my High Interest Checking account. I will try "adding" this again assuming it just didn't "see" it the first time, or I can find some other place to add it, but every other time I have tried, Mint just redirects it to schwabbank.com, and asks me to enter my username + pw for that one.

this link, of course doesn't really work for anyone since that is an old legacy URL which is basically no longer supported and isn't integrated with anyone's regular Schwab login.

[brianguy]

tried again using the Add function and just entered "Charles Schwab" then chose "Charles Schwab - Banking" instead of the previous suggestion it made me pick (schwabbank.com). my checking magically showed up, under a separate heading than my Schwab brokerage. voila!

[cuse]

has anyone been able to add schwab credit card. Have added brokerage account, checking account, and savings account. but the credit card addition uses schabbank.com which of course no one with a brokerage account can log into. anyone got any tips? (also schwab wont give you a username/password for schwabbank.com if you already have one for schwab.com)

[duganj]

cuse, yes I was able to add my credit cards, look at my post in this topic a few posts back. It describes how to add your credit cards.

Now my question:

Has anyone with a brokerage and/or high yield checking acct with Schwab also been able to add their mortgage to mint? I've had no success.

Thanks.

[testudoan]

I don't know how to solve this, but I'm going to go talk to Chuck.

[kahill]

Duganj- That worked, finally! Thanks! I still think mint has issues though- My husband has the exact same account set up as I do, but he can access his checking, savings AND credit card through charles schwab, no problem. Whereas I could never see my credit card...

[marckraus@gmail.com]

Are you using the 2% cash back card? What did you use to sign up as mine only shows the brokerage account

[marckraus@gmail.com]

It only see the brokerage acct not the credit card portion. How do you fix this?