Trying to download details from Schwab.com, but TurboTax is saying the login ID is incorrect. I know it is correct.

mike-tabbert · ‎July 14, 2020

noreen31 · ‎July 14, 2020

I had the same major headache from fidelity. The end result. My password had to be changed shorter and simpler. Worked first go after i changed password. Good Luck

Noreen

DawnC · ‎July 14, 2020

Be sure to select the right financial institution or brokerage from the list. For example, several participating partners' names start with First National Bank and if you select the wrong First National Bank, you won't be able to import.

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Trying to download details from Schwab.com, but TurboTax is saying the login ID is incorrect. I know it is correct.