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!!


    • Related Articles

    • Chase Statements- Why Need Account Owner Access

      Why Connect Chase Using Accountant Access When You Have READ ONLY ACCESS? What is the value add and purpose of asking clients to connect to Ledgersync when you can access Chase with restricted access by yourself? Overview Chase Bank requires that ...

    • When should I connect to Chase through Mastercard and when should I connect through Ledgersync's Premium Bank Connections?

      Question: When adding Chase accounts, I noticed that I did not have the option to choose which accounts I wanted to connect, I had to connect both accounts that were under the login. Note: We are assuming the question is asking how do you choose ...

    • What Bank Connection to Choose - Ex/ Mastercard API, Ledgersync Premium, MX

      Purpose LedgerSync offers multiple bank connection options to ensure you can access the financial data you need. Choosing the correct connection type helps ensure reliable access to: Bank statements Transactions Check images This article explains ...

    • Third Party Access Chase Bank

      If you your client is using Chase and you have READ ONLY ACCOUNTANT ACCESS.. Your client can enable Third Party Access and allow you to use YOUR READ ONLY ACCESS and connect with Ledgersync. Follow the steps below. 1) Your client creates the ...

    • Describe Ledgersync's Security?

      At Ledgersync, we prioritize security with robust measures to protect our clients' data. Here’s an overview of our security protocols: 1- User/Password Security: Ledgersync does not store user/password information when using the MasterCard API. The ...