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. If LedgerSync lists the connections it is going to add, click Start.
5. In Before You Connect, answer the questions, tick I checked this username and password on the bank's website, then click Connect (Connect anyway if a warning is shown) 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).

When you choose transactions and statements together, LedgerSync prefers a single connection to the bank that provides both.

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.

Add Bank Connection is greyed out?

The Add Bank Connection button stays disabled while your account is pending approval. Hovering over it shows Account is pending approval.

Can't find the bank?

If your search finds nothing, the window shows No institutions found and a Request New Bank link. Clicking it closes the Add Bank Connection window and opens your My Bank Requests list. To fill in a new request, click Add new bank request.

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.

If you answer My accountant, view-only or guest login to Whose login will you use? in Before You Connect, LedgerSync shows this same notice for Chase.

Letting your client connect instead

When Before You Connect shows a warning, for example after you choose your accountant login for Chase or answer No, it goes to my client to the security code question, you can click Invite the client instead. This closes the Add Bank Connection window and opens the Reconnect and Add New Banks Invitation window with the client already selected. Your client gets a text or email link and connects with their own 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.

If a connection does not finish

If a connection fails, LedgerSync shows an error message, such as Failed to connect followed by the bank name. If you close the bank's window before finishing, LedgerSync skips that connection and moves on to the next one in the list.

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.