Chase Business Bank/Credit Cards

Please grant Pilot view-only access to your Chase account(s) by following the instructions below.

• Log in to your account.
• In the top row, click on Account Management, and select Access and Security Manager in the dropdown.
• Click Add New User blue button, and Chase may ask you to enter your credentials again.
• Enter Pilot's information:
• First Name: Pilot
• Last Name: Bookkeeper
• Email: username@vip.pilot.com
• Create username: usernamebooks1

• You should see a confirmation that says "You've added an authorized user"

Next, you'll need to grant us "view-only" to each of your accounts. You'll see a list of your accounts below our user information:

• To the right of each account is an Assign access button.

• For each of the accounts that we should be able to view, please click Assign access and assign the following access level: “See Activity Only” and check the following:
• See check images
• See statements and documents

• For credit cards, check:
• Access level: See activity only
• General services
• See activity and balance
• See statements and documents
• Employee credit cards: Choose all
• Click Save.