I enabled popups for intuit.com and for ttlc.intuit.com and client.schwab.com
(this is under Safari -=> Preferences -=> Websites -=> Pop Up Windows)
I then toggled under security Third Party Support (Logged into the Schwab.com website), Save, toggle, save toggle, enable it one last time, save, exit.
and then everything worked like last year.
This was on Safari 15.3, YMMV
