Glad it worked for you.
Its clear that there was a lack of coordination on both turbotax and chase on this. Chase.com continues to show (as of Saturday PM) Chase INvestments as download source which clearly incorrect. Turbotax continues to show Chase Investments as import partner.
The fact that Chase/JP Morgan securities is allowing Turbotax customers to access chase investment customers data strongly suggests that both parties approved (otherwise there is a bigger security issue!!)
What is clear is the lack of clear communications to Chase INvestment clients on the part of both parties.
