Connecting with Capital One, Charles Schwab & Wells Fargo

Monarch Money connects differently to Capital One, Charles Schwab, and Wells Fargo accounts. If you have added your account in a way differently than described below, your first step is to disconnect your existing account.

Next, add a synced account for your account. Instead of using the "Search 10,000 + other institutions" button, click the buttons displayed for Capital One or Charles Schwab. 

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This will take you to the menu shown below. Click "Next".

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Please note that by removing your old account you will lose any existing transaction history associated with the old account, and when you add the account a new transaction history will load.

When importing a new account it is impossible to know how comprehensive your transaction history will be once imported.  If you choose to leave the old account while also adding a new one (not recommended), account balances and transactions will be duplicated and incorrect.

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