Anyone having issues with Schwab 401(k) contributions?
I recently switched 401K providers to Schwab, and while my balance and investment transactions are syncing, the contribution transactions are not (i.e., I see no 'contribution' type transactions). I can confirm that these transactions are showing up directly on schwab.com in the same dashboard that the investment transactions are showing up.
This creates a bunch of downstream issues with the cash flow and reports functions since my income, retirement savings etc. are not counted correctly.
I’ve tried:
- Removing and re-adding the account
- Reauthenticating the account
- Monarch support has manually resynced the account, but I am getting responses every few days, each coming from a different support representative and not really getting anywhere.
Has anyone else run into this with Schwab 401K plan, and were you able to fix it?
Posted Jul 11, 2026, 8:56 PM UTC
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