Chase

About This Integration

Want to track your Chase investments, manage your portfolio, or analyze your account data using a 3rd-party trading tool? App developers use SnapTrade to connect to Chase alongside many of the world’s leading brokerages through one seamless integration. With SnapTrade, linking your brokerage account to fintech apps is both secure and effortless, ensuring your data is safeguarded by bank-level encryption while you remain in complete control.

How to Connect to the Chase API

Once you enter the SnapTrade connection portal, follow these steps to link your Chase account:

Step 1 - Accept SnapTrade’s Terms and Conditions – This is required only the first time you connect an account.

Step 2 - Click “Continue” – You’ll be redirected to Chase’s website to start the authentication process.

Step 3 - Log in to Your Chase Account – Use your credentials on Chase’s secure website.

Step 4 - Agree to the Chase Access User Agreement – Review and accept the terms to proceed.

After completing these steps, you will be redirected back to your app, now connected with your Chase account.

Is It Safe to Connect My Chase Account?

At SnapTrade, protecting your data is our top priority. We know that when you connect your brokerage account, you expect your information to be secure, private, and fully under your control. That’s why we follow the highest security standards and are SOC 2 Type 2 compliant. Here’s what that means for you:

• Bank-Level Encryption – Your data is secured with robust encryption and authentication protocols.
• Full User Control – Disconnect your account from any app at any time, whenever you choose.
• Read-Only OAuth Access – Your credentials aren’t shared with us or any app.

Frequently Asked Questions