How To Add An Accountant User to Chase Bank

Step-by-step instructions for securely granting your accountant access to your Chase account.

Steps to Add an Accountant User (Chase Bank):

1. Log In: Sign in to your chase.com account.

2. Select: Select "Access & Security"

3. Select: Select "Access & Security Manager"

4. Add User: Click "Add Authorized User"

5. Enter Details: Fill in the accountant’s first/last name, email, phone number, and create a unique username.

6. Assign Rights: Choose specific permissions, such as "See activity only" or specific account access, and click "Next".

7. Confirm: Review the details and click "Add user".

Important Information

• Invitation: Chase will send an email with a temporary password for the accountant to sign in.

• Access Level: You can select "See activity only" for read-only access (viewing check images and statements).

• Security: You can require approvals for specific transactions or set thresholds for transactions.

• Alternative Support: You can contact the Chase Support Team at 888-659-4961 for assistance.