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 it matters:
Only the owner login can choose specific accounts to share with Digits. If an admin or non-owner starts the connection, the selection screen won’t appear, and all accounts under that Chase login will be connected to Digits. This limitation exists both in the Plaid authorization flow and in Chase’s security settings.
Tip: Still having trouble?
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.
Trying to connect different Chase accounts to different LEs? See: Linking Multiple Chase Accounts to Separate Legal Entities in Digits
If you run into any issues or need help at any point, contact Digits Support—we’re happy to assist.