How do I add Charles Schwab Intelligent Portfolio accounts to Mint? Do I use the same login as Charles Schwab Web access?


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Hello, mariodgf and eljefemiller.

I would like to add Charles Schwab Intelligent Portfolio to my accounts also. Glad to see there are three of us, and only five requests needed for Mint to take a look. After submitting my request, it turns out, mine is the only request they've received for Charles Schwab Intelligent Portfolio. I asked them to reach out to you, since both of you seemed interested, but they flipped the script and asked that I reach out instead. Could each of you please submit a request as described above, in Jessie's response?


PS: Any others out there reading this and interested in adding your Charles Schwab Intelligent Portfolio to your accounts, please submit a request, it's quick and painless and we only need two more to get the ball rolling.

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