Chase - Third Party Credential Creation

Instructions for creating Chase third party credentials using the Ceterus phone number ending 2759.

1. After signing in to the Chase Bank website with your business primary credentials, choose "Account management" and then "Access & Security Manager"
   

   

2. Choose "Add authorized user"

3. Chase will need to verify your identity. Complete the Multi-Factor Authorization (MFA) check.

4. Fill in the required information for the Ceterus user exactly as written below, and choose "Next"

Required Information

a. First Name: Ceterus

b. Last Name: Bookkeeping

c. Username: [whatever you’d like!] 

d. Email: access@ceterus.com 

e. Phone: 716-352-2759

f. Mobile Access: Yes

5. Review information and choose "Add user"

6. Provide the username to your Ceterus CSR - they will receive an email from Chase with a temporary password to sign in

7. On the same page, User Info, Assign User Rights to the Ceterus third party account

User Rights

1. Third Party App Access = Checked

2. Access Level = See activity and transactions

3. General Services = checked

4. See activity and balance = checked

5. See statements and documents = checked

6. Employee credit cards = checked

7. Review the list of Accounts. Ensure all applicable business accounts are checked.

8. IMPORTANT - Make sure you’ve checked the box under User Rights titled “Third-Party App Access” AND you’ve checked the box under Employee credit cards.

9. Choose "Next" when finished and then "Next" again to confirm

10. You are done! Let your Ceterus CSR know that you’ve completed the above steps.