Good news!!!! I contacted my Chase bank, and they quickly contacted Intuit, and delivered the instructions that worked perfectly. IT IS A SHAME that Intuit can't inform us as quickly. Anyway, here is the instruction which worked for me. Also, here is a support number: [phone number removed]
For Brokerage and Managed Accounts
- Within the TurboTax software, use “Chase Investments” to search for the financial institution
- Enter your chase.com username, password, and identification code
- Request the identification code by clicking the ‘Get Your Identification Code’ link within TurboTax
- You'll be presented with a chase.com sign in page for multifactor authentication purposes (similar to the one that appears when you sign in to chase.com from an unrecognized computer)
- Choose to receive the identification code by phone, text, or email
- Upon receipt, type the identification code into TurboTax to proceed with the download process; the identification code expires after 30 minutes.
NOTE: All available tax forms for all Brokerage and Managed accounts accessible by chase.com username can be imported.
