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teresamorgan0301969
February 11, 2021
Question

USAA/SCHWAB

  • February 11, 2021
  • 1 reply
  • 0 views

Hello,

For the last couple of years, I have been able to download my data directly from USAA. Since the move to Schwab, I wondering if Schwab has the same option and if so how I access it. As I recall from USAA, at some point I was given an option for download but can't seem to find that now. Can you help?

    1 reply

    macuser_22
    Employee
    February 11, 2021

    Yes.   The same way as before.

    **Disclaimer: This post is for discussion purposes only and is NOT tax advice. The author takes no responsibility for the accuracy of any information in this post.**