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Investors & landlords
My version does not include JPMorgan Securities, but others have posted seeing it on their product version. Only TT is allowed to add official partners to their drop-down menu for data import.
Since yesterday, I tried other TT Community suggestions and finally find one that worked for my situation = cleared cache in Chrome (my default browser; even though the data was being accessed through MS Edge). Then used the provided JPMorgan & Chase link to request data from only 1 large account so that the data would not exceed any limitation.
It appeared so many TT users were as frustrated as I was, but thankfully so many of you posted your ideas and experiences to allow me to resolve my problem! Wish we could have all relied on TT to resolve this in a timely manner. I too am rethinking switching to another vendor for next year's returns!!