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Schwab: "No eligible accounts available to link"

Still get the "No eligible accounts available to link" on Schwab's site when trying to import to TurboTax H&B 2023. My Schwab account has a 1099-DIV and 1099-INT.

 

Anyone discovered any workarounds? This issue has been going on 2-3 years. Yes, different browsers, devices, etc were tried to no avail. I guess it may never get fixed...

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3 Replies

Schwab: "No eligible accounts available to link"

On the Schwab site at Security Settings > Third-Party Access, I don't see TurboTax nor any way to add TurboTax there.

Schwab: "No eligible accounts available to link"

log into schwab

go to profile and open it

go to security settings and click; on it

go to third party access and click on that

click on Intuit and check the accounts to link

 

if this doesn't work contact Schwab 

 

Schwab: "No eligible accounts available to link"

There is no Intuit or anything else in that section. Already contacted Schwab. Did that in previous years too without resolution so not expecting much.

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