Can I access all 6 accounts at Chase under the same security credentials?

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YES YOU CAN ACCESS ALL 6 ACCOUNTS!

When you first sync your accounts with Ledgersync, all accounts under the same security credentials will be pulled in for you to access. Even better, Ledgersync only considers this to be one bank connection instead of six.

What if I don't want all 6 accounts to be seen?

If you ever happen to have a client that has both business and personal accounts under the same username and login, but only wants to display the business accounts, they can choose to hide the personal accounts under the account visibility icon. Look for the following icon on the main dashboard.

Ledgersync_Account_Visibility_Icon.PNG

 

Hope you have a successful week!!



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