![]() 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.
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