Here are the instructions to add new users to your Chase online banking:
Step 1: Navigate to Delegate with Access and Security Manager along the right side of your screen.
Step 2: On the next page, select Add Authorized User.
Step 3: Complete verification by phone call or text to proceed.
Step 4: Enter new user information. When adding Ranta CPA staff members, please use a company-specific User ID, using numbers to differentiate between our staff members.
Step 5: Once you have added the new user, an email will be sent with a temporary password. You will need to share the User ID with your new user for them to be able to login.
Step 6: You can now delegate access to your specific bank accounts and credit cards. The options available for each account are:
View Activity Only provides the least access, with View Activity and Transact being the highest level of access.