Thanks @Philmb. Any chance at all you could share a screenshot of what you see, specifically this Get Identity Code? I just have the usual user name and password which is what I see when I normally log into Chase.com. No worries if you cannot share the screen (don't want to see your personal info). I am not seeing that option anywhere.
I was using Deluxe, too, but realized I had to upgrade because Deluxe won't handle one part of my brokerage portfolio. Although that all might be b.s.!
Thanks.
