Linking Only Your Chase Business Accounts to Digits

Use these steps to connect only your Chase business accounts to Digits, not your personal accounts.

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Before You Connect: Use the Owner Login

If you use Chase for both business and personal banking—or have multiple Chase accounts—start the Digits → Plaid connection using your owner login.

Why this matters:

• Only the owner login can choose which specific accounts to share with Digits.

• If an admin or other user starts the connection, the account selection screen may not appear, and all accounts under that Chase login can be shared with Digits.

• This is enforced by both Plaid’s flow and Chase’s security settings.

If the wrong accounts keep showing up, log out of Chase completely or open the connection in an incognito/private window to clear cached sessions.

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Part 1: Modify Account Sharing on Chase

This part happens on the Chase website and controls which accounts Plaid (and therefore Digits) can see.

To share only your business accounts with Digits:

1. Log in to chase.com.

2. Go to the Security & Privacy tab.

1. In Linked Apps & Websites, find Digits via Plaid.

1. Click Edit Sharing.

2. Select only the accounts you want to share (your business accounts).

3. Click I Agree to save your changes.

Important: Chase (via Plaid) only allows account access changes to be made directly on chase.com. Even if you remove and reconnect your Chase account in Digits:

• Any accounts you previously shared will still appear

• You must update your sharing settings at chase.com to deselect accounts

This is the only way to remove personal accounts from your Plaid connection.

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Part 2: Disconnect the Chase Connection in Digits

Once you’ve updated sharing on Chase, you’ll clean up the old connection inside Digits.

1. Log in to your Digits dashboard.

2. From your main view, go to the client/business that uses this Chase account (if applicable).

3. Click Connections from the left navigation menu.

4. Click Manage next to your Chase connection.

5. Click Archive.

6. Then click Delete.

Archiving removes the active connection; deleting clears it fully from Digits so you can reconnect cleanly.

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Part 3: Add the Chase Connection Again

Now you’ll reconnect to Chase, so only the business accounts you approved on Chase show up.

1. Go back to Connections in Digits.

2. Click Add Connection.

3. Follow the prompts through Plaid to connect to Chase.

4. You should now only see the Chase accounts you approved for sharing in step 1.

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Tips & Troubleshooting

• Still seeing personal accounts? Double-check the Edit Sharing settings on chase.com and ensure only business accounts are selected. Then repeat the disconnect/reconnect steps in Digits.

• Wrong Chase user showing up? Try logging out of Chase completely or using an incognito/private browser window, then restart the connection flow from Digits using your owner login.

Related article: Linking Multiple Chase Accounts to Separate Legal Entities in Digits

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If you require additional support or have any questions, please don't hesitate to reach out to us at [email protected]