Adding Users to Chase Online Banking

 

Here are the instructions to add new users to your Chase online banking:

 

 


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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.

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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.

Examples:

  • amazonaccounting1
  • amazonaccounting2
  • msftacctg1
  • msftacctg2

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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
  • View Activity and Transact
  • Transact Only

View Activity Only provides the least access, with View Activity and Transact being the highest level of access.

 

 

 

 

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