Investors & landlords

JMG: I can't replicate the sequence of events, because I am past it now with TT. However, as I recall, I was in TurboTax, on the page asking which financial institution. In the drop down, I searched for any Chase, and got Chase Bank, i think. I clicked on that and the following screen appeared. So, I entered my normal Chase Online password, user name, and I was asked to receive a Identity Code via mobile phone which I did. Upon entering it on the screen, the import process asked which accounts I wanted to extract. It listed all my account numbers, and boom-- the import took place.  Hope this helps!