# Linking Only Business Accounts with Chase on Digits

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### Before You Connect: Use the Owner Login

If your client uses **Chase for both business and personal banking**, or has **multiple Chase accounts**, it's essential to **log in using the business owner's credentials** during the Digits → Plaid connection flow.

**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**.

{% hint style="warning" %}
If the wrong accounts keep showing up, log out of Chase completely or open the connection in an **i**Try logging out of Chase completely or opening the connection flow in an **incognito window**. This can help clear cached login sessions that might default to the wrong user.

Or contact us at [**help@digits.com**](mailto:).
{% endhint %}

{% stepper %}
{% step %}

### Step 1: Modify Account Sharing on Chase

1. Log in to [chase.com](http://chase.com/).
2. Go to the **Security & Privacy** tab.

<div align="left"><figure><img src="/files/LuBouep20KQUPC1ougLr" alt="" width="537"><figcaption></figcaption></figure></div>

3. In the **Linked Apps & Websites** section, find **Digits via Plaid**.

<div align="left"><figure><img src="/files/8iavrQcWQnCdcQDmQSlz" alt="" width="360"><figcaption></figcaption></figure></div>

4. Click **Edit Sharing**.
5. Select **only the accounts** you want to share.
6. Click **I Agree** to save changes.

<div align="left"><figure><img src="/files/6UfRJkR7q9rYhRUXHz2k" alt="" width="341"><figcaption></figcaption></figure></div>

{% hint style="danger" %}
**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.
{% endhint %}
{% endstep %}

{% step %}

### Step 2: **Disconnect the Chase Connection in Digits**

Once these steps have been completed, you can log into your Digits Dashboard and remove your Chase Connection following the steps below.

Remove the Existing Chase Connection on Digits

1. From your client's dashboard, click **Connections** from the left navigation menu.
2. Click **Manage** next to your Chase connection.
3. Click on **Archive**.
4. Click on **Delete**.
   {% endstep %}

{% step %}

### Step 3: Add the Chase Connection Again

Now reconnect Chase in Digits:

1. Go back to **Connections.**
2. Click **Add Connection**.
3. Follow the prompts through **Plaid**.
4. You'll only see the Chase accounts you've approved for sharing.
   {% endstep %}
   {% endstepper %}

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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](/firms-connections/linking-multiple-chase-accounts.md)

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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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