How To Add An Accountant User to Chase Bank

Steps to Add an Accountant User (Chase Bank):

Log In: Sign in to your chase.com account.
Select: Select "Access & Security"
Select: Select "Access & Security Manager"
Add User: Click "Add Authorized User"
Enter Details: Fill in the accountant’s first/last name, email, phone number, and create a unique username.
Assign Rights: Choose specific permissions, such as "See activity only" or specific account access, and click "Next".
Confirm: Review the details and click "Add user".

Important Information

- Invitation: Chase will send an email with a temporary password for the accountant to sign in.
- Access Level: You can select "See activity only" for read-only access (viewing check images and statements).
- Security: You can require approvals for specific transactions or set thresholds for transactions.
- Alternative Support: You can contact the Chase Support Team at 888-659-4961 for assistance.

Step-by-step instructions for securely granting your accountant access to your Chase account.