Hi @jpg118 Try the troubleshooting steps here and if those don’t help please contact support if you haven’t already. You can send a new message using the blue chat widget in the lower right corner of your Console at https://my.tiller.com or write to support@tiller.com
A post was split to a new topic: Inconsistent refresh/update
Same here…nothing for Schwab Brokerage, Schwab Equity Access Center (doesn’t even see that), but it does get my Schwab Checking. Similarly for Vanguard – gets data for my “Cash+” savings acct, but not Brokerage or 401k accts. It makes me sad to see things labeled “Net Worth” when they are such a small fraction of the whole ;).
I only really need Tiller for the expense tracking functionality and I can get the overall picture from other (subscription 
) software…but it sure would be nice to see everything in my sheet.
2 posts were merged into an existing topic: SoFi connectivity
@yourdailytripod thank you for the additional feedback here, I know you’ve since been in touch with support. For the benefit of others who might find themselves in this thread, if the messenger is problematic you can also write directly to support@tiller.com.