Third Party Access Chase Bank

Third Party Access Chase Bank

If your client banks with Chase, your client can give you your own read-only (accountant) Chase login and turn on Third Party Access for it. You can then connect your client's Chase accounts to LedgerSync through MasterCard with your own login.

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

Step 1: your client sets up your access on Chase's website

  1. Your client creates a read-only login for you on Chase's website.
  2. In the profile your client created for you, your client ticks Third-Party App Access under Profile-level rights (see the image below).
  3. Your client saves the changes.

Step 2: you connect in LedgerSync through MasterCard

  1. Select the client, then click Add Bank Connection.
  2. Click Pick Manually at the top right of the window. If you search for Chase instead, LedgerSync picks the connection for you, and it may not be MasterCard.
  3. Click Statements & Transactions (Using Mastercard API).
  4. In the MasterCard window, choose Chase and sign in with the read-only login your client created for you.