Choose “Charles Schwab” specifically from the list of banks
Go to Account> Configure Automatic Downloads.Click “Check Status” followed by “Take Offline”.Double-Click on the account name for the account.If you don’t already have a Banktivity ID, you will have the option to create one when setting up your Schwab account for Direct Access. If you are on an older version of Banktivity, Direct Access does require a separate paid subscription and a Banktivity ID. Please note that in the new Banktivity, Direct Access for investment accounts is included with the Silver tier. The alternatives for importing transactions from Schwab are Direct Access or using Banktivity’s built-in browser (or an external web browser). OFX has had a good run, but more and more banks seem to be pulling the plug on this technology. In short, for automated connections to Schwab, Direct Access is the path forward, but be sure to read more for other options. We’ve been communicating with them over the last few weeks and they will not grant us an exception for two main reasons: 1) our app makes a connection directly from your computer to their server – as expected for the OFX protocol and 2) because our Direct Access provider already uses their new secure API-based backend. Schwab has discontinued support for its legacy OFX/Direct Connect server.
