How do I Access Chase Bank Statements?

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




Warning
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. 

Once Connected everything works great!!


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