---
title: How To Add An Accountant User to Chase Bank
description: Step-by-step guide to adding your accountant or bookkeeper to your J.P. Morgan Chase business account with secure, view-only, or read-only access.
---

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# How To Add An Accountant User to Chase Bank

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

**Steps to Add an Accountant User ([Chase Bank](https://www.chase.com/business/support/banking/account-management)):**

1. **Log In:** Sign in to your [chase.com](https://www.chase.com/business/support/banking/account-management) account.
2. **Select:** Select **"Access & Security"**
3. **Select:** Select "**Access & Security Manager**"
4. **Add User:** Click "**Add Authorized User**"
5. **Enter Details:** Fill in the accountant’s first/last name, email, phone number, and create a unique username.
6. **Assign Rights:** Choose specific permissions, such as "See activity only" or specific account access, and click "Next".
7. **Confirm:** Review the details and click "Add user".

<https://www.chase.com/business/support/payments/quickaccept/access-and-security>

 

**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](https://www.chase.com/business/support/payments/quickaccept/access-and-security) at 888-659-4961 for assistance.

 

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