Chase Bank Setup Instructions

Chase Personal Accounts

If you are using a personal Chase account/credit card for business expenses, please return to Edge and send us a message to let us know. Because Chase does not offer third party access for personal accounts nor allows customers to add our number as an option to received MFA codes, you will need to:

1. Complete a connection request to synch the accounts to Edge. We will send one to your Action Center and let you know when it is there.

2. Provide statements on a monthly basis. To start, please provide us with all prior statements.

3. Provide a spreadsheet breaking out which transactions are business and which ones are personal, so we can code them accordingly.

Chase Third Party Account Creation

Third Party Access Accounts are additional accounts added to your primary account that grant external applications, like Edge, access, but still allow you to set certain functionality restrictions. Once logged into Chase Bank with your business primary credentials this process should only take a few minutes. If you are using a personal account for business expenses, please return to Edge to provide your username and password.

Important Note: The invitation to complete Chase third party set up is time sensitive and expires after 24 hours. It is best to complete the below steps Monday - Thursday. Once done, please let your CSR or AC know so they can look for the invitation under your name and complete set up before it expires.

If you made a third party account for us in the past, see section Adding Accounts to Existing Third Party Accounts.

Below are step-by-step instructions and a video guide: 

Video: Access & Security Manager: Add users and assign rights 

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

1. Choose "Add authorized user"
2. Chase will need to verify your identity. Complete the Multi-Factor Authorization (MFA) check.
3. Fill in the required information for the Ceterus user exactly as written below, and choose "Next"

Required Information

a. First Name: [your first name]

b. Last Name: [your last name]

c. Username: [whatever you’d like] 

d. Email: access@ceterus.com

e. Phone: 269-359-7621 

f. Mobile Access: Yes 

1. Review information and choose "Add user"
2. Return to Edge to provide us your Username - We will receive an email from Chase with a temporary password to sign in. This is time sensitive and should be completed within 24 hours of setup.
3. Next, assign User Rights to Ceterus’ third party account 

User Rights

1. Third Party App Access = Checked
2. Access Level = See activity and transact
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.
   
   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.
   

1. Choose "Next" when finished and then "Next" again to confirm
2. You are done! Return to Edge to let us know you’ve completed the above steps.

Adding Accounts to Existing Third Party Accounts

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

2. From the All Users page, find our current user under the "Authorized Users" section. Then click Manage User.

3. When that page loads, here is where you would scroll to the new account and check the box next to it to grant visibility. Be sure the User Rights remain the same.

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User Rights

1. 1. Third Party App Access = Checked
   2. Access Level = See activity and transact
   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.
      
      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.

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

5. You are done! Return to Edge to let us know you’ve completed the above steps.