J.P. Morgan Chase is the second-largest bank in the country (Wells Fargo being the largest), according to ValuePenguin. This statistic isn't surprising, since Chase itself reports that it has $2.6 trillion in assets and operations worldwide. Although Chase is a large company, it has just one web portal for its customers to check on their accounts. This is true whether you have one of their checking or savings accounts or one of their credit cards.
Registering an Account
Before you can use Chase's online portal, you'll need to register your account. Head to the company's homepage and under the "Sign In" boxes, you'll see a blue "Not Enrolled? Sign Up Now" link. Click that link and then select whether your account is personal, business or commercial. Then enter your account number followed by your Social Security number. Create your username and then click the blue "Next" button.
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Chase will then request your phone number or email address in order to send you a one-time identification code. Once you receive this code, enter it into the provided box. Upon verification of the code, you'll be able to create a password for your account. The final step is to agree to all of the financial institution's terms and conditions.
Using the Web Portal
Navigate back to Chase's homepage and enter the Chase user ID and password you used when you registered your account in the sign-in boxes. Once you sign in, you'll see the "Accounts" tab on the top left-hand side of your screen. Chase automatically opens that tab for you when you log in, but if you navigate away from the tab, you can always click back on the tab to see your account information.
From the accounts tab, you'll see your account number and total balance, as well as options for viewing previous statements. Chase allows you to view up to seven years of account statements from their online portal. Statements are posted online three to five business days after your statement cycle ends. If you have a credit card, you'll also find a "Payment Activity" section listed underneath the "Statements" link.
Additional tabs within the online portal include "Pay & Transfer," "Collect & Deposit," "Account Management" and "Security & Privacy." You can use these tabs to pay bills, make a deposit, change your password or set up account alerts that will let you know when you've spent over a certain amount on a purchase or earned a reward.
Downloading the App
If you need access to your account when you're away from your computer or laptop, you can download Chase's mobile app to your cell phone or tablet from either the App Store or Google Play. Tap the app on your device and then enter the same username and password you created during registration to gain access to your account. You can also use facial recognition or your fingerprint to sign in if you wish.
The app provides the same information you'd get if you were home and on the web portal. You can view 24 months of transactions and up to seven years of statements. If you suspect fraud, you can quickly lock your card on the app. You can update your profile, stay on top of your credit and turn on Chase AutoSave all from the app.
Forgetting Your Login Information
If you forget your Chase user ID or password at any time, you can click the blue "Forgot Username/Password?" link underneath the sign-in boxes. Chase will ask you for your account number and Social Security number to verify your identity. Follow their prompts to set up a new username and password, so you can once again access your account.