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Level 1

Question

Import from Charles Schwab Fails

Forum|Forum|4 years ago
February 19, 2022
3 replies
0 views

I get "Login is temporarily unavailable. Please try again later or call customer support" when I try to import my tax forms from Charles Schwab. I have enabled 3rd party access to account information in my Charles Schwab account. I also tried resetting my Charles Schwab password as suggested by someone in the forum. None of these help. Is this a temporary issue? When will it be solved?

Level 2

I had the same issue and tried several times. I finally gave up and entered the info myself.

Level 2

It just worked fine for me, so either it is fixed or it is only affecting some users.

Level 14

Thank you for reporting your experience. This is a known issue that looks to be resolved.

If this still isn't working for you, please try to utilize the workaround posted on this thread here.

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