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Onboarding 101

How to Add an Authorized User to Your Chase Bank Account

The reason we need this is to be able to download statements, view checks as needed, as well as obtain financial summary reports to be able to agree Chase to the financials. We will not touch any other store data or have access to move money around. This also allows us to connect Chase to the accounting system and reconnect as necessary.

  1. Sign in to your Chase account
  2. Choose "Account management" and then "Access & Security Manager"
    Account Management in Chase Business
  3. Select "Add authorized user" and please use josh@jhandco.com for the email and 512-574-9948 as the phone number
    Add Authorized User in Chase Business
  4. Choose "Next" when finished, then review the information and click "Add user"
  5. Provide us with the authorized user username as we will receive an email from Chase with a temporary password to sign in
  6. To assign rights, start by selecting access level under each account
    Assign Access Level in Chase Business
  7. There will be a box to check "allow access to third party systems." Please check this box so we can ensure that we can connect it to the accounting system or reconnect as necessary.
    User Rights Third-Party App Access in Chase Business
  8. Choose "Next" when finished and then "Next" again to confirm
    Next Button in Chase Business

And you are done! We’ll take it from there.

Thank you!
J. Hall and Company