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Connections / Bank Connections

Chase Authorized User Settings

Prepare Chase access correctly before you connect or reconnect Chase bank accounts in Truewind.

Workflow

Setup workflow

Step 1

Review the Chase login you plan to use

Confirm you are using the Chase login that owns the accounts you want to connect or maintain in Truewind.

Step 2

Confirm the user can access the required accounts

In Chase, verify the authorized user can see the needed accounts and complete connection or reauthorization steps.

Step 3

Open Connections and choose Bank Accounts

In Truewind, go to Connections and switch to the Bank Accounts tab before starting the Chase connection or reconnect flow.

Step 4

Finish the Chase connection flow

Use the current bank connection flow to reconnect or connect Chase and confirm the correct accounts are selected.

What this helps prevent

Using the wrong Chase login or an account without the needed permissions can block connection, hide expected accounts, or force a later reconnect.

What to verify after setup

  • The connected Chase accounts appear in Truewind.
  • Any prior reauthorization warning is cleared.
  • The accounts you expected to sync are available for review.

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