Give us viewing only access to your bank account
Notes: Make sure 3rd party software connection is enabled when you create a user.
Chase will send us an email to set up a password. All you need to do is enter the email & username and assign the access
- Sign in to your account and choose “Account Management”
- Select “Access & Security Manager” from the drop-down menu
- You will see the option to add an authorized user by selecting “Add New User”
- You will need to complete the different fields on the page
- Choose the accounts a new user can access. Assign their level of access by choosing “Assign access”