Chase Investments Clients

At, we help you minimize the time and expense of complying with the tax reporting requirements related to your stock trading activity.

If you use a Tax Pro, you can save your tax preparer time and save tax preparation fees. If you use tax software, we can help you either (1) import your data into H&R Block, TaxAct, or TurboTaxtax or (2) generate a PDF file for attachment to your return.

All for as little as $12.00.

1099-B CSV Download

Chase Investments provides a downloadable CSV file containing your Form 1099-B information.

  1. Sign in to your Chase online banking account.
  2. Go to the Tax Documents page
  3. Under Investments, select 1099-B.
  4. 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 .