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I got the following and it didn't do anything or go anywhere after I had complete Charles Schwab sign-in and linked the account today.  I tried multiple times with different browsers still not working.

 

Let's get your forms

 

 

 
Charles Schwab & Co., Inc.
 

You can ask the financial institution if you'll get this form, and return to import it when it's available.

If you already have the info, you can enter it by hand. (902)