Third Party Access Chase Bank

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

    • 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 ...

    • I have full access to the bank and don't want to invite the client

      What if you have full access to the client's banking and you do not want to invite them to Ledgersync? See the below article and suggestion. In the event that you have full account owner access to the bank and that the token code will come to you ...

    • If a bank has already been connected, will all new accounts be auto added to Ledgersync?

      If a client already connected a bank to Ledgersync and the client adds new accounts under the same login details, will the new accounts be added automatically in Ledgersync? It’s a very good question and the answer depends on the type of connection ...

    • How to Convert Bank PDF Statements to Excel or QBO

      One of the great features of Ledgersync is the ability to convert Bank PDF Statements to Excel or .QBO file format. This is really helpful when: 1- Client ONLY gives you access to PDF Bank Statements and you need the transactions 2- Clean up work is ...