I'm a Chase Private Client with a J.P. Morgan advisor, running TT Premier 2021 on my Mac. Slightly different version of the problems others are experiencing. I went straight to the "Chase" selection to download all my 1099s and it WORKED the first time.... sort of. I got all my bank 1099-INTs, my retirement fund 1099-Rs, and I got all the -DIV, -INT, -B -- but only for five out of seven of my brokerage accounts.
Then I tried again, but using my wife's Chase login (most accounts are shared). Now, a sixth brokerage account came through. Still missing one.
In all cases, the Chase website embedded within TT shows a list of the accounts it will be authorized to share data for... and in all instances, all accounts are included. It's just when I go back into TT for the actual import that the forms for that one account don't actually come in. Weird.
Based on this thread I'll try again with the J.P. Morgan Securities method if I can get those links to work that folks have struggled with on the Mac version.
