It sounds like you have accessed Schwab Bank for downloads. Charles Schwab & Co., Inc. and Charles Schwab Bank, SSB are separate but affiliated companies and subsidiaries of The Charles Schwab Corporation. You could be using a bank log-in that also has access to other Schwab accounts when you log in to the website, but not for downloading tax documents. If that is the case, you should have the ability to log in to your brokerage account using an ID and password specific to that account.
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