Skip to main content
Level 2
February 26, 2025
Question

Can't get schwab data import to work.

Either says no forms available or invalid error. Schwab security set correctly and it sees Intuit on allowed websites. any ideas?

    2 replies

    Level 2
    February 27, 2025
    ted23Author
    Level 2
    March 1, 2025

    Yes, thank you,  it imported all my info in a two seconds.  Must have been a system problem.  Cheers.