Granting Accountant Access with Chase Business Bank/Credit Cards

Edited

Please grant TristanCPA's view-only access to your Chase account(s) by following the instructions below.

Log in to your account.
In the top row, click on Account Management, and select Access and Security Manager in the dropdown.
Click Add New User blue button, and Chase may ask you to enter your credentials again.
Enter TristanCPA's information:
First Name: TristanCPA
Last Name: Accountant
Email: <DedicatedEmail>@tristancpa.com where Dedicated Email is the email address that we provided.
Create username: ClientNameAccountant1

You should see a confirmation that says "You've added an authorized user"

Next, you'll need to grant us "view-only" to each of your accounts. You'll see a list of your accounts below our user information:

To the right of each account is an Assign access button.

For each of the accounts that we should be able to view, please click Assign access and assign the following access level: “See Activity Only” and check the following:
See check images
See statements and documents

For credit cards, check:
Access level: See activity only
General services
See activity and balance
See statements and documents
Employee credit cards: Choose all
Click Save.