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HI--

If you read a lot of the posts on this site you will see that JP Morgan Securities seems to be working for people with Windows. I have Mac and it probably took me 2 weeks (?) before I was FINALLY able to import by using Chase Bank (had to sign in to Turbo Tax, and then sign into Chase before getting the code). DEFINITELY different than other years when I just clicked on Chase Investments and got the code.

So anyway- try JP Morgan Securities, and see if you find the link for the code (should be in blue towards the bottom of the page). Since you are working in Windows you might luck out. If no-good- try Chase Bank. I have a feeling Chase Investments is not going to appear this year.

 

Unfortunately can't help you with ETrade.