Connections

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.

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 1: Adjust Account Sharing Settings in Chase

1. Log in to chase.com
2. Go to the Security & Privacy tab
   
3. In the Linked Apps & Websites section, find Digits via Plaid
   
4. Click Edit Sharing
5. Select only the accounts you want to share
6. Click I Agree to save changes

Note: Chase—via Plaid—only allows account access changes to be made directly on the Chase website. Even if you remove and reconnect your Chase account in Digits, your previously shared accounts will still appear unless you update your sharing settings at chase.com. This is the only way to deselect accounts from your Plaid connection.

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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.

1. Go to my.digits.com and log in
2. Click Connections in the left-hand menu
3. Click Manage next to the Chase connection
4. Select Archive, then Delete

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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

Need a walkthrough on connections? View full instructions here

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If you run into any issues or need help at any point, contact Digits Support—we’re happy to assist.