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How to give Forge access to your Chase Business account

Add a Forge team member as a user on your Chase Business account.

If Forge needs to view or schedule payments in your Chase Business account, you'll need to add us as a user. Only an account admin can do this.

Chase has a step-by-step guide here: How to add users to Chase Business.

When you're setting permissions, let us know which access level you're comfortable with and we'll confirm it covers what we need.

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