Setup (for Sync Import):
Confirm Your Username & Password
The following configuration is required on the Schwab to
enable download to TAPro.
TAPro uses the same Username as your web login.
TAPro uses the same Password/PIN as your web login.
If your credentials don't work, call Schwab at
800-435-4000 to request a user ID and password that will enable
Schwab account information downloads.
If you have already have a user ID and password, call
888-327-7778 with questions.
To Change Your Username or Password
When creating a
Login/ID or Password/PIN follow the character limit rules.
Otherwise, without warning, the process will truncate characters that
exceed the limit causing you to think a longer definition was accepted
when actually extra characters were truncated. This can result in
an "Username/Password Error" during the TAPro sync process.
For example, if you entered a 9 character Password, the Schwab system
accepts only 8 characters, you then enter 9 characters into TAPro and
those 9 characters fail to match the actual 8 characters retained on the
C. TradeAccountant™ Setup
Download TAPro Now! -
Use this temporary key: schwab
Select the Accounts Screen.
Select the Add button to display the dialog
If you don't
plan to use Sync then skip steps 3 - 6.
Name The Account:
Choose any name.
"1234-5678" format (include the dash "-")
Enable Sync Download: Select the checkbox.
Account Username: Account Number, use the number in
Select OK to save the results.
(Note: Password information is masked and retained in your local copy of TAPro
and only sent to the Clearing Firm's OFX server to authenticate requests
for data download.)
D. Analysis and Reporting Tips
You may want to
limit your first download to the last tax year so there is less data to
work with. For best results, browse the "Import" information
Export to 3rd Party Tax
Videos (with voice):