chase connect user guide...yale vision inc. commercial checking (…7890) commercial checking...
TRANSCRIPT
CHASE CONNECT®
USER GUIDEACH Debit Block
EnrollmentHelp protect your accounts from unauthorized debits.
Choose accounts to enroll in ACH Debit Block
2Copyright © 2020 JPMorgan Chase & Co. All rights reserved.
YALE VISION INC.
Bank accounts
COMMERCIAL CHECKING (…7890)
Enrollment Allowed Payees
ACH Debit Activity < >
ACH Debit Block Settings
1
Select Account
management
and then ACH
Debit Block
3Copyright © 2020 JPMorgan Chase & Co. All rights reserved.
YALE VISION INC.
COMMERCIAL CHECKING (…7890)
COMMERCIAL CHECKING (…5678)
COMMERCIAL CHECKING (…9962)
DARBY DELIVERY CO.
2
Choose the Accounts
to enroll in ACH Debit
Block and click Next
Enrollment Allowed Payees
ACH Debit Activity
ACH Debit Block Settings < >
4Copyright © 2020 JPMorgan Chase & Co. All rights reserved.
COMMERCIAL CHECKING (…7890)
COMMERCIAL CHECKING (…5678)
ACH Debit Block Enrollment
ACH Debit protection
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ACH Debit Block
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Included
YALE VISION INC.
Accounts(s)
COMMERCIAL CHECKING (…7890)
Amount limits
Monthly service fee
COMMERCIAL CHECKING (…5678)
Amount limits
Monthly service fee
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Enrollment Allowed Payees
ACH Debit Activity
ACH Debit Block Settings
3
Review enrollment
information and
click Submit
< >
5Copyright © 2020 JPMorgan Chase & Co. All rights reserved.
Note: Within one business day begin to use the ACH Debit Block report to choose which payees are allowed to debit from your account
Note: As soon as enrollment into ACH Debit block has been completed all ACH Debits are blocked from enrolled accounts
Enrollment Allowed Payees
ACH Debit Activity
ACH Debit Block Settings
You're enrolled in ACH Debit Block
4
To allow payments the
day you enroll in ACH
Debit Block, click Add
allowed payee to add
payees manually
< >
Allowed PayeesAs soon as enrollment into ACH Debit block has been
completed all ACH Debits are blocked from enrolled accounts. Follow these steps to add allowed payees
7Copyright © 2020 JPMorgan Chase & Co. All rights reserved.
Enrollment Allowed Payees
ACH Debit Activity
ACH Debit Block Settings
YALE VISION INC.
Bank accounts
COMMERCIAL CHECKING (…7890) 1
Select Account
management
and then ACH
Debit Block
< >
8Copyright © 2020 JPMorgan Chase & Co. All rights reserved.
You've enrolled in ACH Debit t
3
Block.
2
Click Allowed
payees Click Add
allowed payee
Enrollment Allowed Payees
ACH Debit Activity
ACH Debit Block Settings < >
9Copyright © 2020 JPMorgan Chase & Co. All rights reserved.
4
Complete all the
necessary payee
information and
click Next
Enrollment Allowed Payees
ACH Debit Activity
ACH Debit Block Settings < >
10Copyright © 2020 JPMorgan Chase & Co. All rights reserved.
Mars Paper Industries
Miles Inc.
Allied Waste Services
Building Management Services
5
Once a payee has been
added you can add
additional accounts for
each payee by clicking
Add account
Enrollment Allowed Payees
ACH Debit Activity
ACH Debit Block Settings < >
ACH Debit ActivityACH debit activity allows you to monitor for possible
unauthorized activity. Decide which payees to keep blocked and which, if any, to allow to debit your account
12Copyright © 2020 JPMorgan Chase & Co. All rights reserved.
Enrollment Allowed Payees
ACH Debit Activity
ACH Debit Block Settings
YALE VISION INC.
Bank accounts
COMMERCIAL CHECKING (…7890) 1
Select Account
management
and then ACH
Debit Block
< >
13Copyright © 2020 JPMorgan Chase & Co. All rights reserved.
Miles Inc.
Allied Waste Services
Building Management
Ser..
Mars Paper Industries
2Click ACH debit activity
to view payees. Take
actions on which, if any,
payees you’d like to allow
to debit your account by
clicking Allow payee
Enrollment Allowed Payees
ACH Debit Activity
ACH Debit Block Settings
Note: Adding a payee will allow for future debits to occur. It does not allow for the currently blocked debit to be processed
< >
14Copyright © 2020 JPMorgan Chase & Co. All rights reserved.
Mars Paper Industries
3
Complete the
information for
allowable payees
and click Next
Enrollment Allowed Payees
ACH Debit Activity
ACH Debit Block Settings < >
ACH Debit Block SettingsView, update or change ACH Debit Block services on accounts
16Copyright © 2020 JPMorgan Chase & Co. All rights reserved.
Enrollment Allowed Payees
ACH Debit Activity
ACH Debit Block Settings
YALE VISION INC.
Bank accounts
COMMERCIAL CHECKING (…7890) 1
Select Account
management
and then ACH
Debit Block
< >
17Copyright © 2020 JPMorgan Chase & Co. All rights reserved.
YALE VISION INC.
2
Click Settings and
select the entity and
account to view ACH
Debit Block status
Enrollment Allowed Payees
ACH Debit Activity
ACH Debit Block Settings < >
18Copyright © 2020 JPMorgan Chase & Co. All rights reserved.
COMMERCIAL CHECKING (…7890)
COMMERCIAL CHECKING (…5678)
COMMERCIAL CHECKING (…1234)
DARBY DELIVERY CO.
COMMERCIAL CHECKING (…6689)
COMMERCIAL CHECKING (…7453)
3
Choose to: Block all
ACH Debits, Review all
ACH Debit transactions
or opt for No service
and click Save
Enrollment Allowed Payees
ACH Debit Activity
ACH Debit Block Settings < >
19Copyright © 2020 JPMorgan Chase & Co. All rights reserved.
Commercial Checking (…7890)
Commercial Checking (…7536)
Unenroll >
Activate >
Active
Not active
Note: Be sure to set up alerts for the ACH Debit Block service
4
After making the
necessary changes,
click Save
Enrollment Allowed Payees
ACH Debit Activity
ACH Debit Block Settings < >
20Copyright © 2020 JPMorgan Chase & Co. All rights reserved.
050520
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