JoeD6
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I have several Schwab accounts. Upon successfully linking up with Schwab, a pop-up box asked which account I wanted to download tax information from. I was able...
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At the moment you're downloading the tax information, you have to "accept" the pop-up box regarding making changes to info on your PC. It's a Windows precaution...
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Once again - I repeat - this happened to me last year. It's a timing situation with Schwab. They post an advisory that tax statements are available, but that's ...
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I use a desktop exclusively and yes, if you wait 2-3 days, it will likely function normally. I talked to my Schwab Rep; he was aware of the problem last year. I...
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Read my response below. It's a timing quirk with Schwab. You can SEE the info but not automatically download it. Wait 2-3 days ... it will be there.
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