To connect Moneydance to a Charles Schwab Bank account or Charles Schwab investment account, choose the respective institution name in the online setup, then enter the username that you use to log in to the website (schwab.com) and the first eight characters of the password. It is important to enter only the first eight characters of your password to connect. If you enter the full password, it will not work. Also, note that you are not providing your account number, but rather your website username.