Grant Account Access & Monitor User Activity

• Sign in to JPMorganOnline.com
• Select "Security & privacy"
  • Or, depending on account type, select “Security” then select “Manage security & privacy”
• Select “Access & Security Manager”
• Accept the terms and conditions and select, “Submit”

• Sign in to JPMorganOnline.com
• Select "Security & privacy"
  • Or, depending on account type, select “Security” then select “Manage security & privacy”
• Select "Add users or assign rights”
• Select “Add authorized user”
• Provide user details
• Select “Next”
• Review details and select, “Add user” or “Add authorized user” (depending on account type)
• Select the boxes next to the desired access areas for each account
• Scroll to the bottom of the page, and select “Next”
• Then verify details, and select “Next”
  • Note: If you would like your user to have transact authority or to be a proxy system administrator, you will need to contact your J.P. Morgan team and request for them to be set up as an Account Controller. 
  • Once this set up  is complete, you will see the options to assign them “View only”, “Transact only” or “See activity and transact” authority in your desired account(s) or to “Promote them to proxy admin” by following the steps below for managing existing user rights.

• Sign in to JPMorganOnline.com
• Select "Security & privacy"
  • Or, depending on account type, select “Security” then select “Manage security & privacy”
• Select "Add users or assign rights”
• Next to the user whose permission you’d like to edit, select “Manage user”
  • Note: If you need to restore a suspended user, select “User security” and “Restore access” from here. Then select “User security” again and “Send temporary password”. Inform your user of their username and to look for the temporary password in their email
• Select the boxes next to the desired access areas for each account
• Scroll to the bottom of the page, and select “Next”
• Then verify details, and select “Next”

When sub-users initiate transactions that require approval, the system administrator or any sub-user with transactional approval authority can provide that approval.

• Sign in to JPMorganOnline.com
• Select “Pay & transfer”
• Select “Pending approvals”
  • For personal accounts, this will be an option under “MANAGE”
  • For business accounts, once “Pay & transfer” is selected, locate “Pending approvals” on the lower right of the subsequent page (under “Tasks”)

• Sign in to JPMorganOnline.com
• Select "Security & privacy"
  • Or, depending on account type, select “Security” then select “Manage security & privacy”
• Select "Review your users’ account activity”
• Filter by activity type and date ranges
• Search by users, accounts and/or services
• Select “Search”
• Review activity

Chase Dual Control requires another user to approve transactions. If you add one other user to your account, for example, that user would approve your transactions while you would approve theirs. Chase Dual Control applies to transactions for these services:

• Bill pay
• External transfers & payments
• Wire transfers
• ACH payments (business clients)
• ACH collections (business clients)

You might use this service for added security on business accounts or similar situations where you want to ensure that no single user can conduct a transaction without secondary approval.

NOTE: It requires both you and your users transactions to be approved. It does not apply to internal transfers. Enabling dual control will apply the feature to ALL accounts associated with your profile.

Before enabling dual control, contact your J.P. Morgan team to ensure this feature is a good fit for your needs and to ensure your new user has sufficient controls.

• Sign in to JPMorganOnline.com
• Select "Security & privacy" or “Security” (depending on account type)
  • Select “Go to Security Center” (if applicable, depending on account type)
• Select "Access Chase Dual Control^SM”
  • Select and read the “Important things to know” section
  • NOTE: You must contact your advisor to finalize the steps to give an added user control authority
• Select “Activate”
  • NOTE: Now, before you schedule transactions, you must have at least one authorized user with the right to approve transactions through Access & Security Manager
• Select “All Users”
• Navigate to the users you would like to have approval permissions and select “Approve pending transactions”
  • If you’re unable to select “Approve pending transactions”, contact your J.P. Morgan team to ensure they have sufficient controls

The J.P. Morgan Online Statement & Tax Center enables you to view and bulk download your tax documents, as well as grant customizable document access to trusted individuals and tax professionals for tax preparation and planning.

Here’s how to share access to your statements and tax documents.

Yes.

• Paperless: Only system administrators can manage paperless preferences. Sub-users cannot.
• Depositing checks through the mobile app: Sub-users cannot be delegated mobile deposit access, and can only do mobile deposits if they are signers on the account under a separate User ID.
• Wires: System administrators must first enroll in this feature and then set up and entitle sub-users.