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February 17, 2025
Question

I am unable to import my 2024 Brokerage account forms for JP Morgan Chase. What do I do?

  • February 17, 2025
  • 1 reply
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    1 reply

    February 24, 2025

    See these links for more details on importing your JP Morgan Chase information.  Make sure you have also enabled third-party authorization on the brokerage side.

     

    When will I be able to import my 1099?

     

    What if I can't import my 1099? 

     

    Also, JP Morgan does have 2 different names listed as an approved partner so make sure you are selecting the correct brokerage name based upon your investments.

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