Schwab Brokerage accounts only showing cash?

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1

I’ve been using Tiller just for banking and credit accounts, which has been fine. However, I recently used @m00 's Apps Script Investment Balance without Transactions workaround,

( Investment Balances to Budget Sheet Without Transactions ) which is awesome, as it allows me to just view the balances of my investment accounts.

I have a few accounts connected to my investment spreadsheet, (Schwab 401k & a separate taxable brokerage account, as well as UBS brokerage accounts).

The UBS acccounts show up just fine, with their balances being brought into Tiller correctly, showing the sum of the value of cash + positions. However, I’m having some issues with how my Schwab brokerage accounts are showing up, as it only shows cash values, not the value of the account… This obviously is problematic as I’m trying to have my Balances page show an overview of not just bank balances, but the net worth of all assets.

Sorry if this has been asked before but I haven’t found anyone specifically explaining a workaround for this problem I’m experiencing. Any advice or suggestions would be greatly appreciated!

2

@tbolish It would appear that it’s an incorrect balance issue, I notice you’ve already reached out to Tiller Support, that’s the right call here for more help!

3

I didnt get a clear answer from customer support, just a link to sign up for the Beta waitlist for the investment tracking they may add as a premium feature in teh future. Kinda weird, as UBS seems to work just fine? :woozy_face:

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Will need someone else with a Schwab account to confirm, but unfortunately if support says they don’t have those details currently there’s not much else they can do. Tiller uses an aggregator Yoddlee, and i think they’re adding another one soon, to pull in the data so if the communication between the bank and the aggregator doesn’t include those it won’t show up.
I had a post about fidelity earlier about information and lines being stripped out, but that is what it is.

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@tbolish I think because it’s not the proper investment tracking we’re at the mercy of the institution with respect to the balance and transaction data we do get, it would make sense to me that varies by institution. - I know zero help. :see_no_evil_monkey: thinking out loud

6

Eagerly waiting investment tracking capability being added…hope it actually happens!