Overview

Charles Schwab is changing the way you access and download your account information into Simplifi. As a result, accounts must now meet certain criteria to be available for download.

  • You must be the owner of the account.

  • View-only users will not show up. Example: Your spouse has an account that they granted you access to view. You will see this account on the Charles Schwab website, but you will not be able to download it. This is because you can only download accounts you have legal ownership of.

  • Donor-Advised accounts will not be included for download.

  • 529 accounts are enabled for download.

  • Credit cards are not supported; you will need to set up the account for download via American Express.

Supported account types: Brokerage, IRA, 401(k), Line of Credit, and Loans (balance only).

If your accounts meet the criteria above and still aren't available for reauthorization, you may need to enable third-party access on the Charles Schwab website. To do this:

  1. You will need to first sign in to your Schwab account on their website.

  2. Then, click the profile options icon in the upper-right and select Security Center.

  3. Under Third-Party Access to Account Information, choose Enable Third-Party Access.

  4. In the Quicken section, select the accounts you want to link to Simplifi.

  5. Click Save.

  6. Go back into Simplifi and try to add your accounts again.

If you continue to experience trouble, please get in touch with one of our Coaches through the Help Menu.


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