Get your taxes done using TurboTax

@micannde Thank you this worked for me too. 

  1. Go to Schwab.com and sign in
  2. Click the profile picture icon in the upper-right corner next to Logout
  3. Click "Security Center"
  4. Scroll down to "Third-Party Access to Account Information"
  5. Under OFX, select "Enable Third party access"
  6. Click "Save"
  7. Come back to Turbotax and it should import your documents now.