Charles Schwab is updating their connection methods in Mint. Because of this, you’ll have to take some steps to migrate your Charles Schwab Equity Award Center account. If you don’t, your Charles Schwab Equity Award Center account will stop updating in Mint.
Follow these steps to update your connection.
- Select the button in the in-app message about your Charles Schwab Equity Award Center account
- If you’re not seeing this, sign in to your Mint account, and go to Profile or Settings
- Select Accounts
- Select the Upgrade or Sync button next to your Charles Schwab Equity Award Center account
- Sign in to your Charles Schwab Equity Award Center account and follow the instructions
- Once your account has been successfully updated, a new Charles Schwab Equity Award Center account will be added to your Mint account
- Follow these steps to mark your original Charles Schwab Equity Award Center account as inactive. Otherwise, you’ll have duplicate transactions and values that may affect your net worth and budgets