BEWARE, possible bug in imports. When I went to import data from Schwab I selected Schwab in the dropdown and TT showed 2 entries in the textbox. Both entries were identical. When I selected the first TT went through the import process and imported all my forms, but they were all wrong (names: NA, amounts: $0, etc.). So I had to delete them all -- which, by the way, TT makes more difficult than necessary. When I selected the 2nd entry the next time round, all the data came in correctly.