Chase Bank Setup Instructions

  1. Log in to Chase
  2. Hover over Account management and click Access & Security Manager 
  3. On the next page, click Add New User
  4. After verifying yourself, use the following contact information to set-up a third-party Access & Security Manager account for Ceterus: 
  • Name: Ceterus Bookkeeping 
  • Username: [see below] 
  • Email:
  • Phone: 269-359-7621 
  • Mobile Access: Yes 
  1. Insert information about yourself when creating this username. For example, if your last name is Johnson the username could be JohnsonCeterus. If your business name is Smith Enterprises the username could be SmithEntCeterus.
  2. Under User account access, assign access to any/all accounts and statements associated with the business that Ceterus will be servicing. 
  3. Once assigned, click Edit next to the user
  4. Under Profile-level rights check the box next to Third-Party App Access

Important: Submit an urgent message to along with the username you created. Ceterus will need to accept a time sensitive password in order to receive access.

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