This document is for users who have both personal and business accounts with Chase and outlines the process for linking only their Chase business accounts to Digits.
1: Adjust Account Sharing Settings in Chase
- Log in to chase.com
- Go to the Security & Privacy tab
- Under Linked Apps & Websites, find Digits via Plaid
- Click Edit Sharing
- Select only the business accounts you want to share
- Click I Agree to save
2: Reconnect Chase in Digits
Once these steps have been completed, you can log into your Digits Dashboard and remove your Chase Connection following the steps below.
- Go to my.digits.com and log in
- Click Connections in the left-hand menu
- Click Manage next to the Chase connection
- Select Archive, then Delete
3: Add the Chase Connection Again
Now reconnect Chase in Digits:
- Go back to Connections
- Click Add Connection
- Follow the prompts through Plaid
- You'll only see the Chase accounts you've approved for sharing
Need a walkthrough? View full instructions here
If you run into any issues or need help at any point, contact Digits Support—we’re happy to assist.