topic Downloading from Chase "Self-Directed" (fka YouInvest) Account in Get your taxes done using TurboTax

Downloading from Chase "Self-Directed" (fka YouInvest) Account

cowdogman — Tue, 15 Feb 2022 15:54:08 GMT

For the 2021 tax year does anyone know how to download from a Chase Self-Directed account?

In TT is the right partner Chase Bank or one of the J.P. Morgan entities?

Or does Chase Self-Directed not partner with TT (and so I need to enter transactions manually)?

Re: Downloading from Chase "Self-Directed" (fka YouInvest) Account

CarissaM — Wed, 16 Feb 2022 02:44:00 GMT

Chase Self Directed is not partnered with Turbo Tax.

You can follow the instructions here to import the form into Turbo Tax.

Please comment and let us know if you need additional assistance.

Re: Downloading from Chase "Self-Directed" (fka YouInvest) Account

cowdogman — Sat, 19 Feb 2022 15:47:27 GMT

Chase Self-Directed (fka YouInvest) download is available through the J.P. Morgan Securities partner on TT's Search for Your Financial Institution page.