You do not need a Premium Bank Connections connection to get Chase statements. Chase transactions and statements come in through a MasterCard or MX connection. Add a Premium Bank Connections connection only if you also want Chase check images.

What each connection brings in

• MasterCard or MX: Chase transactions and statements.
• Premium Bank Connections: Chase check images, both checks your client writes and checks deposited into the account. MasterCard and MX do not bring in check images.

The easiest way to add Chase

1. Select the client and click Add Bank Connection.
2. Search for Chase and select it.
3. Under What information would you like to aggregate?, choose Transactions and Statements. Add Checks if you want check images. Click Submit.
4. LedgerSync shows the connections it is going to add. Click Start and sign in when asked.

Today LedgerSync adds Chase transactions and statements as one MX connection. If you chose Checks, it also adds a Premium Bank Connections connection called Chase Bank (Images).

If you prefer MasterCard, click Pick Manually in the Add Bank Connection window and choose Statements & Transactions (Using Mastercard API). MasterCard also brings in Chase transactions and statements.

Connecting with your accountant login (Third Party Access)

Once your client enables Third Party Access for your read-only accountant login in Chase, you can use that login to connect Chase through MasterCard.

Chase may not provide statements through Third Party Access. If statements don't arrive, connect with the account owner's login.

Choosing which Chase accounts to connect

Chase connections through MasterCard and MX use Chase's own sign-in page. After you sign in, Chase shows the accounts it can share and lets you choose which ones to connect. Choose only the accounts you want in LedgerSync.

Removing an account you don't need

If a connection brings in an account you don't want, you can delete it:

1. Select the client.
2. Go to Bank Connections > Summary.
3. In the Bank Connections list on the left, click the Chase connection.
4. On the account you want to remove, click the trash can icon (Delete Account) and confirm.