Video transcript: Link your external account on Chase.com
Note:
Cheerful music plays.
On screen:
This video shows text and a laptop computer displaying the Chase website.
Logo:
The Chase octagon symbol.
On screen:
An illustration of a lightbulb appears, with the video's title -
On screen:
Helpful Tips: Banking Made Easy. External Account Linking. Add accounts to Chase.com to make transfers or payments.
On screen:
A laptop computer displays the Chase website, which shows a dashboard with information about different Chase accounts. Tabs on the top menu bar are marked:
- Accounts
- Pay & transfer
On screen:
Sign in to your Chase.com account and click on "Pay & Transfer."
On screen:
A cursor clicks on the "Pay & Transfer" tab and then a drop-down menu appears, offering options to:
- Pay bills
- Send money with Zelle
- Transfer money
- Wire money
- (use) Chase Global Transfer
- (show) Payment activity
On screen:
Then click on "Transfer Money." You can also add an external account by clicking on "Pay Loan" or "Pay Mortgage."
On screen:
The cursor moves near clickable links marked, "Pay Loan" and "Pay Mortgage," toward the lower center of the page. Now, the cursor clicks on "Transfer money," listed on the drop-down menu. A "Schedule transfer" page appears. It provides clickable fields marked:
- Transfer from
- Transfer to
- Amount
- Transfer date
- Memo
The page displays a clickable link reading: "Add an external checking or savings account." The page displays a switch marked "Set up repeating transfers." It also displays two buttons marked:
- Cancel
- Next
On screen:
Click on "Add an external checking or savings account."
On screen:
The cursor clicks on that link and then a pop-up box appears labeled "Add an external bank account." The box displays:
- a search field
- a list of banks
- a button marked Next
On screen:
Search for your bank by name or choose from a list of banks.
On screen:
The cursor locates Bank of America from the search field's drop down list of suggestions. The cursor clicks on Bank of America. A terms and conditions page appears, labeled: "Instant Account Verification Addendum Acceptance." The page displays a clickable acceptance box and two buttons marked:
- Back
- Next
On screen:
Read the terms and conditions, check the box to accept. Click "Next."
On screen:
The cursor checks the box and then clicks on the "Next" button. A page appears labeled Sign into Bank of America. It displays fillable fields to enter a username and password. It displays two buttons marked:
- Cancel
- Sign in
On screen:
Sign in to your account and tap "Sign In." Your username or password is never stored by Chase.
On screen:
The cursor fills in the fields and then clicks on the button marked "Sign in." A page (with a Bank of America logo) appears, reading: "This can take a few moments. Thanks for your patience." The page is shown in the process of loading.
On screen:
In a few moments you'll see your accounts.
On screen:
Now loaded, the page labeled "Add an external account" lists two Bank of America accounts and a button marked "Next."
On screen:
Choose the account you want to link to your Chase.com account. Click "Next."
On screen:
The cursor checks one of the accounts and then clicks on the "Next" button. A verification page appears labeled: "Does everything look OK?" It displays two buttons, labeled:
- Back
- Next
On screen:
Make sure everything looks correct and click "Next."
On screen:
The cursor clicks on the "Next" button and then a confirmation page appears reading: "You've verified and added this external account." The page shows account details and a button marked "Close."
On screen:
You're all set! The external account has been added and is ready for use. Tap "Close."
On screen:
The cursor clicks on the "Close" button and then the "Accounts" page re-appears, which lists different accounts, including:
- A credit card
- An auto loan
- A mortgage
On screen:
Now you can transfer money:
- To fund a new account
- Between accounts
- To make a loan payment
All with your added external account. For example, click "Pay loan" on your Chase Auto Loan.
On screen:
The cursor clicks on the link marked "Pay loan" and then a pop-up box appears, labeled "Schedule a payment." It displays fillable fields labeled:
- Payment type
- Advanced payments
- Pay from
- Payment date
It displays two buttons marked:
- Cancel
- Pay it
On screen:
Select the "Pay from" drop down and select your newly added External account. Tap "Pay it!"
On screen:
The cursor clicks on the new external account, in the "Pay from" drop-down menu and then clicks the "Pay it" button.
On screen:
We've got more videos to show you how at: chase.com/howto.
Logo:
The Chase octagon symbol appears.
On screen:
Chase. Make More Of What's Yours (registered trademark).
Note:
Legal disclosures appear.
On screen:
JPMorgan Chase Bank, N.A. Member FDIC
© 2025 JPMorgan Chase & Co.