Tagged: Charles Schwab

Direct Access changes for TD Ameritrade beginning 2/20/23

Posted on by Nancy Powers Libby

We have been notified that Schwab has acquired TD Ameritrade. As such, Direct Access support for TD Bank Ameritrade will begin transitioning to Schwab on 2/20/23. This will require disabling Direct Access for all TD Ameritrade accounts and re-enabling them using the Schwab listing in Banktivity. Directions on how to do this are listed below.…

What is Open Banking and how to re-link accounts with this option

Posted on by Nancy Powers Libby

Open Banking is a standardized way to allow you to share your financial data with third-party apps, like Banktivity and our backend providers, Yodlee, Plaid and Salt Edge. It works by you granting your bank permission to share your data with Banktivity. It does this without you sharing your credentials and you can revoke access…