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Get your taxes done using TurboTax
Chase not working is just revealing a larger issue of quality, consistency and standards. If an interface works for one institution it should be the same for all of them so the customer doesn't have to figure them out and the banks and TT can hide the differences behind the scenes. If I go to Schwab to do an import it presents a screen for me to connect to Intuit (what for???) and offers a big disclaimer about their responsibilities. With Chase I just can't get in. This is not useful. I will be printing out what I have entered and letting my accountant use her software for the downloads and next year just bypass this step completely.
March 3, 2022
2:42 PM