Connections

If your client uses Chase for both business and personal banking, you can restrict the connection to share only business accounts with Digits. Here's how.

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1: Adjust Account Sharing Settings in Chase

To limit which accounts are shared through Plaid:

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

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2: Reconnect Chase in Digits

After updating the sharing settings, remove the existing Chase connection in Digits:

1. Go to my.digits.com and log in to your client’s dashboard.
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? 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.