@ mjp0206 wrote:
I was told to use JPMorgan Private Bank- consolidated for the institution as I had done in previous years but all it would download were my basic checking and saving 1099 INT forms. It would not recognize any of my brokerage acct numbers and no one seems to know how to fix it!
Have you also tried the other J.P. Morgan/Chase import partners, too, just in case? It may not help any, but you will have excluded them. I don't know all the intricate differences between all of them. One user reported above he had to use J.P. Morgan Securities for his Chase managed account.
When searching for the institution, note there is something weird in the list. For instance, JP Morgan Private Bank-Consolidated has no periods, while J.P. Morgan Funds, J.P. Morgan Securities, and J.P. Morgan Private Bank (not consolidated) all have periods. I mention it not because it affects importing, but it affects about whether or not they are easily found and displayed in the dropdown list. I at first wasn't finding the other J.P. Morgan companies until I tried with periods.
