Skip to main content
Add Smart Links (document retrieval accounts)

Troubleshoot: Smart Links Third-Party Access

If you have trouble connecting with your financial institution, it may be due to Third-Party restrictions being enabled. Some financial institutions turn off access to Third-Party tax preparation software by default. Check the account settings page on your financial institution's website to see if third-party access is not available.
note
Connecting Smart Links with your financial institution may take 24 hours to process.
Charles Schwab
If your Charles Schwab Smart Link hasn't connected in 24 hours, then you may have Third-Party Access not available.
Follow these steps to turn on Third-Party Access.
  1. Log in to your Charles Schwab account.
  2. On the top navigation menu, point to
    Service
    , then select
    Security Center
    .
  3. Go to the
    Third-Party Access to Account Information
     section, then select
    Enable Third-Party Access
    .
  4. Select
    Save
    .
  5. Once you have enabled third-party access, go back to TaxCaddy and add the Charles Schwab Smart Link again.
note
If your financial institution requires you to receive and verify a security code (Two-factor authentication) each time you log in, then the Smart Link won’t be able to check and retrieve documents every day.

This article applies to:

  • Product: TaxCaddy

Related Content

error-icon

Triva isn't available right now.

Check out the support page for our phone number and hours

error-close