How do I Access Chase Bank Statements?
To Fetch Chase Bank Statements do the following:
1- Click on the client on the left side menu bar
2- Click on "Add Bank Connection
3- Click on "Statements" (using Finicity)
4- Select it and follow the steps to add Chase!
You must see Chase Statements as an option
Please Note- You MUST use the Account Owner access. Third Party is NOT ALLOWED to access Chase Statements, per Chase. They have their reasons and is beyond our control.
Important Note – Chase Business Accounts
Chase business accounts are classified as money market accounts, which are considered investment accounts. As per Chase's policy, statements are not issued for investment accounts and therefore cannot be pulled in through the Mastercard API standard connection.
If you require statement access for a Chase business account, we recommend using the Premium Bank Connection as an alternative, which will allow you to retrieve the statements you need.
How to Add a Premium Bank Connection Please see Option 2 in the following Article: https://ledgersync.zohodesk.com/portal/en/kb/articles/what-bank-connection-to-choose-ex-mastercard-api-ledgersync-premium-mx
Once Connected everything works great!!
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