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

[cowdogman]

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)?

[CarissaM]

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. 

[cowdogman · Accepted solution]

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