MarciaJ720
Returning Member

Get your taxes done using TurboTax

My original problem remains even after all the suggestions here.

BTW, the Schwab representative I got made sure I had given 3rd party access, which I already had so that Quicken (a/k/a Sicken) would work.  So we reset it, signed out of Schwab and back in to re-authorize 3rd Party Access.

It is in the “Security Center” area in Schwab.  But that IS NOT THE PROBLEM !!!!

The only large financial institution having this issue is Schwab.  I give up whether it is on the TurboTax or Schwab end of things, what I do know is I have several accounts there that had a lot of transactions (gains/losses) that is going to be a pain to enter by hand for the 5 accounts I have there.  Yes…..  They each have a purpose and I wish they each had a million bucks in them too !!!!

I have used 3 different browsers (setting each one to be the default browser).  None of them helped (Google Chrome, Internet Explorer and Microsoft Edge).

I do not know whether running a Mac or Windows makes a difference.

I doubt TurboTax is doing anything.  Their customer service has gone down so much after they were bought out by a private equity company (I know, shocking) and now we must “rent” the program Quicken in order to use it.  Just another way to get $$ out of the customer, $1 at a time.