Learn how to provide access to your Chase Bank account, so we can set up and maintain your bank feed in Xero or QBO.
Chase Bank Instructions
Watch The Video by Clicking the Link Below or Follow the Steps
You can set up multiple authorized users with their own unique ID and password – which gives them access only to the accounts and services you set. Here’s how:
After signing in, choose "Account management" and then "Access & Security Manager"
Choose "Add authorized user" and fill in their required information, choose "Next"
Review information and choose "Add user"
Provide the username to your authorized user - they will receive an email from Chase with a temporary password to sign in
To assign rights, start by selecting access level under each account
Based on access level selected – choose some, all or none of the additional services we offer and assign daily limits
Choose "Next" when finished and then "Next" again to confirm
Manage your authorized user info, security and rights anytime on the Access & Security Manager dashboard