Critter-3, that may be the problem. I was thinking that it would show up even before Schwab puts their info into the import portal, but that it would tell me that Schwab had not done that. For example, if I click on "add a new form" it goes to the screen that shows all the brokers, including Schwab, and if I select Schwab it tells me the Schwab data is not yet available.
