Please disregard any instructions to look for Chase Investments - the instructions on the Chase.com site are incomrrect
The correct institution to download from is
J.P. Morgan Securities
Once you select, you will see a turbotax login screen asking for
J.P Morgan username
identification code
J.P. Morgan password
Below all of the above (in blue) is a request identification code
SELECT THIS LINK first and it will take you to Chase Login screen where you enter your usernaem and password - then you selet how you wish to receive the ID code (text or email)
Once you have the code, you can then fill in the request for using your Chase username, ID code you recieved, Chsse password
I have done this successfully 4 times - I have 4 accounts at Chase investments and went through the process for each account separately.
