Connect 

Side note:

This video uses text and screenshots from the J.P. Morgan Access website to reinforce spoken information.

On screen:

Opening text:

Logo:

J.P.Morgan.

Side note:

(A "J.P.Morgan" logo appears, intermittently, throughout the video).

On screen:

Now a man with brown eyes and a goatee, seated at a desk with a laptop computer, speaks to us:

Man:

Welcome to J.P. Morgan. Whether you're a new or existing client, our digital platform streamlines accounts opening and management.

On screen:

A desktop computer displays the Connect dashboard. Its Accounts Overview page shows tiles marked:
 - Bank accounts;
 - Loans and lines of credit;
 - Pending approvals;
 - View authorized signers;
 - Business insights;
 - and more.

Man:

You'll get real-time updates throughout the process, so you always know where things stand. Your relationship team is here to support your long-term strategy, but you can handle daily banking tasks yourself through your J.P. Morgan online banking site or mobile app.

On screen:

In the Bank accounts tile, a cursor clicks on a button marked "More," and then a drop-down menu appears with "account details" options.

Man:

And when you need help, our service team is ready to resolve your requests quickly. Need quick help? Our self-service tools on your J.P. Morgan digital platform can often solve your issue without having to call.

On screen:

The cursor clicks a "Help & support" icon to the top right of the page and then a "Help & support" page appears.

Man:

For instance, you can manage your company's authorized signers directly online. Add, view, or remove signers with just a few clicks.

On screen:

The cursor clicks on a button in the "View authorized signers" tile and then a page appears labeled "Authorized Signers." Toward the top right of the page are two buttons marked "Add Signer" and "Export."

Man:

Need official account confirmation letters or payment instructions? Log in to your banking site to generate them on demand.

On screen:

In a tile labeled "Account letters," the cursor clicks on a button marked "Download."

Man:

For more complex requests, contact your service team by submitting a support request online. It's fast, easy, and available anytime.

On screen:

In a tile labeled "Support requests," the cursor clicks on a button marked "Create request," at the top right of the page. A page appears labeled "Create a support request." It displays a dropdown menu marked, "What do you need help with?"

Man:

You'll get connected to a dedicated service expert and can track the status of your requests.

On screen:

A "Request details" page displays a trackable status sequence, which includes:
 - Submitted;
 - Assigned;
 - In progress;
 - and Closed.

Man:

You can also connect J.P. Morgan directly to your company's ERP system. This integration lets you verify and link a bank account within your business application, check balances and transaction history, all without visiting a separate banking portal.

On screen:

An infographic shows a box marked Chase Connect (service mark), which includes:
 - Account names, types and other details;
 - Contact information;
 - Account numbers;
 - Balances, transactions and rewards;
 - (and) Statements.

The infographic shows that the Connect data moves via Direct sync to your ERP or third-party application.

Man:

Our digital tools help you handle routine banking tasks efficiently, giving you more time to focus on growing your business. For access to our digital capabilities and to learn more, contact your servicing team.

Text on screen:
Support Requests - Submit a request for help with signing in, payment issues, unrecognized transactions, and more.

Connect Service Center -
Monday through Friday, 8 AM through 9 PM (ET).
Phone: 1-877-226-0071

Government entities and not-for-profit organizations -
Phone: 1-855-893-2223.

Man:

Smart banking, smart support. Welcome to effortless business banking with J.P. Morgan.

On screen:

Closing logo:

Logo:

J.P.Morgan.

Side note:

Legal disclosures:

Text on screen:

Equal Housing Lender.

Chase, J.P. Morgan, JPMorgan, JPMorgan Chase, and Story by J.P. Morgan are marketing names for certain businesses of JPMorgan Chase & Co. and its affiliates and subsidiaries worldwide (collectively, “JPMC”, “We”, “Our” or “Us”, as the context may require). The material contained in this video is intended as general market commentary and does not constitute legal, tax, investment, accounting, financial, business, real estate, or any other advice, and should not be relied upon as such.

The views, opinions, estimates and strategies expressed in this video are those of JPMC, or other featured speakers, and may differ from those of Commercial Banking or other JPMC employees and affiliates. This video in no way constitutes an offer or commitment to provide a particular product or service. Products and services offered by JPMC and its affiliates are subject to applicable laws and regulations, as well as our service terms and policies. Not all products and services are available in all geographic areas or to all customers. Credit is subject to approval. Rates and programs are subject to change; certain restrictions apply.

This content does not constitute J.P. Morgan research and should not be treated as such. Any views expressed are often based on current market conditions and are subject to change without notice. Any statistics referenced have been obtained from external sources deemed to be reliable, but we do not guarantee their accuracy or completeness. In no event shall JPMorgan Chase nor any of its directors, officers, employees or agents be liable for any use of, for any decision made or action taken in reliance upon, or for any inaccuracies or errors in or omissions from, the information in this video.

Copyright 2025 JPMorgan Chase & Co. All rights reserved. JPMorgan Chase Bank, N.A. Member FDIC. Deposits held in non-U.S. branches, are not FDIC insured. Non-deposit products are not FDIC insured.

END