You’ll have to import your Schwab and TD info separately. Here’s how:
- TD Ameritrade tax data can be imported using the document ID and the nine-digit TD Ameritrade account number. Both data points will be available on the tax documents from TD Ameritrade.
- Clients can import Schwab tax data using their Schwab user ID and password and by acknowledging their preference to share information (third-party access to information).