Chase Investments Clients
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1099-B CSV Download
Chase Investments provides a downloadable CSV file containing your Form 1099-B information.
- Sign in to your Chase online banking account.
- Go to the Tax Documents page
- Under Investments, select 1099-B.
- Select csv format
Download this file and submit it for processing by our program.
If you have additional or newer information regarding Chase Investments downloadable files, please email us at firstname.lastname@example.org .