Download Brokerage Data Problem

Mike6174 · ‎February 20, 2026

I have four accounts at Schwab. Downloaded three of them and the next day downloaded the fourth. However, downloading the fourth deleted the other three. I specifically check to download only the one fourth account. Is this a problem with TT? Do you have to download all accounts from a given brokerage firm at once.

This is a very frustrating problem with TT - either doubling up downloaded accounts or deleting ones that should not be deleted.

CatinaT1

I'm trying to pinpoint what is happening here. Can you try this again but make sure you are completely logged out of your bank accounts in all other browser tabs before starting. Then try the next import. Can you let me know if this works?

@Mike6174

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Mike6174

I have tried this multiple times and the same problem. In the past TT duplicated the entries if you did a second download. Now, it deletes ALL previous entries (from a given financial institution) and then just downloads the specific one you want. It looks to me like I have to manually delete all of the Schwab entries and then do the download again with all of my accounts. It is a timing problem when Schwab does not release all of the 1099s at the same time and you want to do taxes piece by piece.

I wish TT managed this by specific account numbers within Schwab and not just all accounts as a bunch from a single financial institution. Please let me know if I am doing something wrong, but I have tried this several times.