# Linking Multiple Chase Accounts to Separate Legal Entities in Digits

If you have multiple Chase accounts under a single login and want to connect them to different legal entities in Digits, there’s a key limitation to be aware of: **Plaid and Chase do not support linking the same login to multiple connections.**&#x20;

**The solution: Use separate Chase logins**

To ensure each account connects to the correct Digits legal entity:

* **Create authorized-user logins in Chase** for each account you want to connect.
* Use **each authorized user's login separately** when connecting Chase to Digits.
* **Follow these steps for each account** you want to connect in Digits.

***

{% stepper %}
{% step %}

### **Add an Authorized User on Chase** <a href="#step-1-add-an-authorized-user-on-chase-0-0" id="step-1-add-an-authorized-user-on-chase-0-0"></a>

1. Log in to your **Primary Chase** account.&#x20;
2. Select **Account Management**, then **Access & Security Manager**.
3. Click **Add Authorized User.**
4. Next, add the authorized user’s information, such as name, email address, phone number, and username, and click **Next**.
5. On the next screen, select **Third Party App Access**.

<div align="left"><figure><img src="/files/AWTsp1AMZRmxQYg7UOtQ" alt="" width="375"><figcaption></figcaption></figure></div>

6. A pop-up will confirm if you want to enable Third-Party App access. Click **Turn On.**&#x20;

<div align="left"><figure><img src="/files/cWyDLSAx0pKPCcpRN3IE" alt="" width="209"><figcaption></figcaption></figure></div>

7. Select the account you want to create a login for.&#x20;

{% hint style="warning" %}
**Important:** Only select one account per authorized login.&#x20;
{% endhint %}

<div align="left"><figure><img src="/files/4KCJ72H1Vq1cTQpY8d24" alt="" width="375"><figcaption></figcaption></figure></div>

8. Review the information and click **Next.**
9. If your client is creating the authorized users, they will need to provide you with the username they created for each account. Chase will send a temporary password to the email address that was entered.
10. Once you receive the temporary password, you'll need to log in and finalize setting up the account.&#x20;
11. Repeat these instructions for each business account you want to set up separately in Digits.

**Watch this video from Chase for a full walkthrough:** [How to Add Users in Chase Business Banking](https://www.chase.com/digital/customer-service/helpful-tips/business-banking/security/add-users)
{% endstep %}

{% step %}

### **Log in to Digits & Connect to Chase** <a href="#step-2-log-into-digits-connect-to-chase-0-1" id="step-2-log-into-digits-connect-to-chase-0-1"></a>

Once you’ve been added as an authorized user and can access the necessary Chase accounts:

1. Log in to your firm dashboard.
2. Click **Add Client** to begin setup.
3. Select your setup method:

* **Starting Fresh with Digits**
* **QuickBooks Migration**
* **Non-QuickBooks Migration**

4. Enter your client’s basic business details and click **Add Client**.
5. When the pop-up prompts you to connect bank and credit card accounts, choose:

* **Chase** (if it appears as an option), or
* **10,000+ Other Banks** if Chase is not listed.

<div align="left"><figure><img src="/files/5IKY6WL8lXgTaWNiseZL" alt="" width="153"><figcaption></figcaption></figure></div>

6. Click **Continue as Guest.**

<div align="left"><figure><img src="/files/zbLrNphTd840T3qgIrXF" alt="" width="193"><figcaption></figcaption></figure></div>

7. Select **Chase** as the banking institution.
8. Use your authorized user name and password from Chase to link your authorized user account.&#x20;

<div align="left"><figure><img src="/files/0V5lXO9U69Nsi15nda9D" alt="" width="164"><figcaption></figcaption></figure></div>

9. Follow the prompts to complete the connection.&#x20;

{% hint style="info" %}
**Note:** You can only select the account that the authorized user is permitted to access. Each login should display and link to just one account.
{% endhint %}

<div align="left"><figure><img src="/files/nLLFibxfRCHPYfd072XU" alt="" width="375"><figcaption></figcaption></figure></div>

{% hint style="info" %}
**Important:** To add the next authorized user as a separate client in Digits, you'll need to fully log out of Digits first. Then, log back in and repeat the process starting from Step One.
{% endhint %}
{% endstep %}
{% endstepper %}

***

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Got a question or feedback? Our team is all ears—come say hello!
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<p align="center"><a href="https://portal.usepylon.com/digits/forms/get-in-touch-with-digits-support" class="button primary" data-icon="envelope-open-text">Contact Digits Support</a></p>
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