To get Chase statements, add a Chase connection with Statements selected. LedgerSync chooses the connection for you. Chase may not provide statements through Third Party Access. If statements don't arrive, connect with the account owner's login.

How to connect Chase for statements

1. Select the client. Their name shows as Selected Client in the Bank Connections panel on the left.
2. Click Add Bank Connection in that panel.
3. Click the Chase Bank logo, or search for Chase and select it.
4. Under What information would you like to aggregate?, select Statements. You can also select Transactions and Checks.
5. Click Submit. LedgerSync lists the connections it is going to add.
6. If the list has just one connection, it has the same name as the bank you picked, and no warning shows above the list, LedgerSync goes on by itself. Otherwise, click Start.
7. When Before You Connect appears, answer its questions, tick I checked this username and password on the bank's website and click Connect (it says Connect anyway when a warning shows). If it shows a warning and you would rather have the client connect, click Invite the client instead.
8. Sign in to Chase when asked and approve access.

Check images come through a separate Chase connection, so selecting both Statements and Checks can add two connections.

If you do not have the account owner's Chase login, go to Client Actions > Communication Center, click Reconnect and Add Banks, select the client and send the invitation, so the client can connect Chase themselves.

Why Chase statements may be missing

1. The connection uses Third Party Access

If the connection was made with an accountant's login through Third Party Access, add Chase again with the account owner's login using the steps above, or invite the client as described above.

2. The connection needs someone to sign in again

If Chase needs someone to sign in and approve access again, the connection can stop updating. Select the connection in the left panel, open the Summary tab and click Fix Bank Connection, then sign in to Chase. If only the client can sign in, invite them as described above.

3. The only Chase connection is Chase Bank (Images)

A connection named Chase Bank (Images) brings in check images, not statements. Add a statements connection using the steps above. If the Images connection shows an error and you still need check images, click Fix Bank Connection on it as well.

4. LedgerSync does not receive statements for this account type

LedgerSync does not receive Chase statements for loans, lines of credit, mortgages or CDs. Chase checking and savings accounts usually do get statements. For accounts without statements, ask the client for a copy from Chase.

5. The statement is under another account

Sometimes one Chase statement covers more than one account on the same login. If one account seems to be missing a statement, check the Statements tab for the other accounts on the same connection.