turbotax icon
cancel
Showing results for 
Search instead for 
Did you mean: 
turbotax icon
cancel
Showing results for 
Search instead for 
Did you mean: 
turbotax icon
cancel
Showing results for 
Search instead for 
Did you mean: 
turbotax icon
cancel
Showing results for 
Search instead for 
Did you mean: 
Announcements
Close icon
Do you have a TurboTax Online account?

We'll help you get started or pick up where you left off.

KathyL2
New Member

Trying to import Charles Schwab acct data

After opening TurboTax I tried to access my Schwab account by logging in. Schwab prompted me to enter my Security Code without prompting me to pick the method I wanted to use to receive a code, i.e., txt msg, call Schwab, etc.

 

Unless this function is fixed soon, I'll have to enter my data manually. Not acceptable.

 

 

Connect with an expert
x
Do you have an Intuit account?

Do you have an Intuit account?

You'll need to sign in or create an account to connect with an expert.

1 Reply
CatinaT1
Employee Tax Expert

Trying to import Charles Schwab acct data

If you are using TurboTax Online, try importing using a different browser.

 

See the following TurboTax Help articles for potential fixes:

**Say "Thanks" by clicking the thumb icon in a post
**Mark the post that answers your question by clicking on "Mark as Best Answer"
message box icon

Get more help

Ask questions and learn more about your taxes and finances.

Post your Question
Manage cookies