Schwab has changed the user ID requirements however they will still honor old user ID's for the website but not from 3rd parties such as TurboTax imports.
My own user ID contains an _ (usedrscore) that is not longer allowed. I can access my account with no problem but cannot import unless I change the ID.
Per Schwab Login IDs:
- Are not case sensitive
- May not match or contain Social Security Numbers (SSN)
- At least 6 valid characters in length
- May contain only letters and numbers
- Has at least one letter
**Disclaimer: This post is for discussion purposes only and is NOT tax advice. The author takes no responsibility for the accuracy of any information in this post.**
