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Not importing complete financial information
TT is not importing all the information from my Schwab account - after it 'completes' the import a review screen pops up telling me line 1a Total Ordinary Dividends are blank.
Tried to 'input manually' but just goes back to the financial info search page.
So frustrated - used this software last year and it all worked flawlessly.?.
‎April 3, 2025
5:22 PM