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wings9798
Returning Member

Charles Schwab Advisory Services Login Problem

Past years I was able to import my Composite statement. This year Schwab advisory does not appear. The URLs are different. To access my accounts I go here, Logon - Schwab Advisor Services

https - advisorservices.schwab.com/advisor/login

In Turbo Tax it has the normal Schwab login. Is it possible to import from Advisory?

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wings9798
Returning Member

Charles Schwab Advisory Services Login Problem

***Update**** I needed to change my CS PW and then it worked.

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