select schwab
click comtinue
a window opens that says well open a tab in your default browser......
click ok
click get your form
log in
scroll done to check off grant access box'
continue
accept
check off accounts
continue
done
you should see window about connecting to schwab/turbotax
a new window opens where you can select the forms to import
click on the blue icon lower right import now
you should see an import summary if successful.
ins some case you may have to scroll down to get to the proper boxes
contact Schwab for help if you encounter problems
