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How to grant access to your accounts and monitor user activity

With Access & Security Manager, you can grant account access to other, trusted individuals at your discretion. Once you do so, you can also manage their rights (permissions) and even monitor their activity.

You can also set up dual control in your account, which will require that all transactions (of a select type) be authorized by a second user.

Separately, if you’re only looking to share access to your statements and tax documents, you can do so via our dedicated Statement & Tax Center portal.

Here’s how to get started:

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Feature availability - and the steps to access features - may vary based on profile or account type, client segment, device and/or eligibility requirements.

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JPMorgan Chase Bank, N.A. and its affiliates (collectively "JPMCB") offer investment products, which may include bank-managed accounts and custody, as part of its trust and fiduciary services. Other investment products and services, such as brokerage and advisory accounts, are offered through J.P. Morgan Securities LLC ("JPMS"), a member of FINRA and SIPC. Insurance products are made available through Chase Insurance Agency, Inc. (CIA), a licensed insurance agency, doing business as Chase Insurance Agency Services, Inc. in Florida. JPMCB, JPMS and CIA are affiliated companies under the common control of JPMorgan Chase & Co. Products not available in all states. Please read the Legal Disclaimer in conjunction with these pages.

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