New tax year, this time it worked. Fairly convoluted process as I had to go through multiple screens and approvals before Schwab allowed me to download my data to TT. But, it did go through eventually without any issues. My take is this is all Schwab. Last year they implemented a new security process that had not been fully vetted with TT and it was a HUGE problem. A year later - no issue. But, given the ease that I can download from my other brokerage account vs. the hurdles I need to jump to download to TT with Schwab - one has to wonder if Schwab really has their act together when dealing with 3rd party integration. IMHO
