I successfully imported my 2023 tax data from TD Ameritrade using my account# and Document ID Number as I have always done.
Charles Schwab acquired TDA partway through the year, so I now need to import the remaining 2023 data from my Schwab account but when I attempt to do so, TurboTax is requesting my actual User ID and Password to my Schwab account. I expected Schwab to request my Account# and Document ID as does TDA.
Should Intuit/TurboTax be requesting my actual Schwab account login ID and Password? I don't share that login info with anyone. I'm concerned that perhaps my PC or Intuit/Turbotax account may have been compromised by hackers/scammers and they are trying to get me to divulge my account login information. Shouldn't Turbotax be requesting my Schwab Account number and Document ID as does TD Ameritrade, MetLife, and other financial institutions do?
