Download Account Activity

Download Account Activity

Directly connect to your Chase accounts using your Personal Financial Management (PFM) software, like Quicken® or QuickBooks®.  Direct Connect is a great alternative to FREE Chase Online℠ banking if your business relies heavily on its financial management software.


What it costs:

With Direct Connect PFM Service, the monthly fee is $9.95. There is no monthly fee for Chase SapphireSM Checking, Chase Private Client Checking and Private Banking customers.

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  • Manage your Chase business checking, savings and credit card accounts through your software.
  • Download your Chase account information directly into your financial management program and automatically reconcile transactions.
  • Use QuickBooks or Quicken to schedule online payments and transfer funds between Chase accounts.
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Need a Business Banking account?


Download your account activity.