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Charles Schwab import not working

Chrome is definitely the problem.  When I changed my default browser to Edge I got prompted about whether I want to link the information to another app.  Once I approved the import went through just fine.

Charles Schwab import not working

I was having the same issue with DA Davidson in Chrome. CatinaT1's suggestion to look at the Local Network Access setting did the trick. Toggled that on and worked.

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