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 Accountant Access for your on Chase's Web Site
2) In the Chase Profile that your client created, your client can enable Third Party Access (see image)
3) Save the changes and done
Once the profile has been updated to allow third party access you can now use your Accountant Access to connect to Ledgersync via the MasterCard connection.
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 ...
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 ...
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 ...
Common Bank Connection Questions.
Bank Connections, Data Access, and Connection Stability Questions & Answers Question 1 When a user opens an additional account (e.g., a new card under the same bank login), must the existing connection be deleted and re-added to include the new ...
How to Check if Your Bank is Supported in LedgerSync
How to Check if Your Bank is Supported in LedgerSync Overview LedgerSync supports thousands of financial institutions for automated bank statement and transaction imports. You can easily check if your bank is supported and what features are available ...