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Level 2
posted Feb 19, 2024 10:41:46 AM

Can't import from Charles Schwab

I can't connect to my Charles Schwab account. Whenever I click "Continue" in the connection screen, I got an error "This import was unsuccessful". 

 

0 5 374
5 Replies
Level 15
Feb 19, 2024 1:02:59 PM

what browser, are yu using. did your account come from e-trade.   contact schwab's Turbotax support. 

 

Level 15
Feb 19, 2024 1:16:33 PM

I've seen a couple people with similar issues, who have their computer's firewall setting set too high.

Level 2
Feb 19, 2024 9:44:39 PM

I am using the download version on mac. 

 

Does Schwab have specific line for Turbotax support? I called but they asked me to contact Turbotax

Level 2
Feb 19, 2024 9:45:41 PM

I am using mac and I don't think I have set up firewall. 

Expert Alumni
Feb 21, 2024 8:39:02 AM