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Scan (download) investment data - mutual funds
I have 3 “Intelligent Portfolio” brokerage accounts with Schwab. Can I scan the necessary data in? If so, I have no idea how, can I call someone at schwab to help? And which Turbotax would I need to use? I have a 4 year old iMac using the latest OS.
January 21, 2024
6:27 PM