chase connect user guide...yale vision inc. commercial checking (…7890) commercial checking...

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CHASE CONNECT ® USER GUIDE ACH Debit Block

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Page 1: CHASE CONNECT USER GUIDE...YALE VISION INC. COMMERCIAL CHECKING (…7890) COMMERCIAL CHECKING (…5678) COMMERCIAL CHECKING (…9962) DARBY DELIVERY CO. 2 Choose the Accounts to enroll

CHASE CONNECT®

USER GUIDEACH Debit Block

Page 2: CHASE CONNECT USER GUIDE...YALE VISION INC. COMMERCIAL CHECKING (…7890) COMMERCIAL CHECKING (…5678) COMMERCIAL CHECKING (…9962) DARBY DELIVERY CO. 2 Choose the Accounts to enroll

EnrollmentHelp protect your accounts from unauthorized debits.

Choose accounts to enroll in ACH Debit Block

Page 3: CHASE CONNECT USER GUIDE...YALE VISION INC. COMMERCIAL CHECKING (…7890) COMMERCIAL CHECKING (…5678) COMMERCIAL CHECKING (…9962) DARBY DELIVERY CO. 2 Choose the Accounts to enroll

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

Page 4: CHASE CONNECT USER GUIDE...YALE VISION INC. COMMERCIAL CHECKING (…7890) COMMERCIAL CHECKING (…5678) COMMERCIAL CHECKING (…9962) DARBY DELIVERY CO. 2 Choose the Accounts to enroll

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 < >

Page 5: CHASE CONNECT USER GUIDE...YALE VISION INC. COMMERCIAL CHECKING (…7890) COMMERCIAL CHECKING (…5678) COMMERCIAL CHECKING (…9962) DARBY DELIVERY CO. 2 Choose the Accounts to enroll

4Copyright © 2020 JPMorgan Chase & Co. All rights reserved.

COMMERCIAL CHECKING (…7890)

COMMERCIAL CHECKING (…5678)

ACH Debit Block Enrollment

ACH Debit protection

-

-

-

ACH Debit Block

-

Included

YALE VISION INC.

Accounts(s)

COMMERCIAL CHECKING (…7890)

Amount limits

Monthly service fee

COMMERCIAL CHECKING (…5678)

Amount limits

Monthly service fee

i

i

i

i

i

Enrollment Allowed Payees

ACH Debit Activity

ACH Debit Block Settings

3

Review enrollment

information and

click Submit

< >

Page 6: CHASE CONNECT USER GUIDE...YALE VISION INC. COMMERCIAL CHECKING (…7890) COMMERCIAL CHECKING (…5678) COMMERCIAL CHECKING (…9962) DARBY DELIVERY CO. 2 Choose the Accounts to enroll

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

< >

Page 7: CHASE CONNECT USER GUIDE...YALE VISION INC. COMMERCIAL CHECKING (…7890) COMMERCIAL CHECKING (…5678) COMMERCIAL CHECKING (…9962) DARBY DELIVERY CO. 2 Choose the Accounts to enroll

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

Page 8: CHASE CONNECT USER GUIDE...YALE VISION INC. COMMERCIAL CHECKING (…7890) COMMERCIAL CHECKING (…5678) COMMERCIAL CHECKING (…9962) DARBY DELIVERY CO. 2 Choose the Accounts to enroll

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

< >

Page 9: CHASE CONNECT USER GUIDE...YALE VISION INC. COMMERCIAL CHECKING (…7890) COMMERCIAL CHECKING (…5678) COMMERCIAL CHECKING (…9962) DARBY DELIVERY CO. 2 Choose the Accounts to enroll

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 < >

Page 10: CHASE CONNECT USER GUIDE...YALE VISION INC. COMMERCIAL CHECKING (…7890) COMMERCIAL CHECKING (…5678) COMMERCIAL CHECKING (…9962) DARBY DELIVERY CO. 2 Choose the Accounts to enroll

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 < >

Page 11: CHASE CONNECT USER GUIDE...YALE VISION INC. COMMERCIAL CHECKING (…7890) COMMERCIAL CHECKING (…5678) COMMERCIAL CHECKING (…9962) DARBY DELIVERY CO. 2 Choose the Accounts to enroll

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 < >

Page 12: CHASE CONNECT USER GUIDE...YALE VISION INC. COMMERCIAL CHECKING (…7890) COMMERCIAL CHECKING (…5678) COMMERCIAL CHECKING (…9962) DARBY DELIVERY CO. 2 Choose the Accounts to enroll

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

Page 13: CHASE CONNECT USER GUIDE...YALE VISION INC. COMMERCIAL CHECKING (…7890) COMMERCIAL CHECKING (…5678) COMMERCIAL CHECKING (…9962) DARBY DELIVERY CO. 2 Choose the Accounts to enroll

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

< >

Page 14: CHASE CONNECT USER GUIDE...YALE VISION INC. COMMERCIAL CHECKING (…7890) COMMERCIAL CHECKING (…5678) COMMERCIAL CHECKING (…9962) DARBY DELIVERY CO. 2 Choose the Accounts to enroll

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

< >

Page 15: CHASE CONNECT USER GUIDE...YALE VISION INC. COMMERCIAL CHECKING (…7890) COMMERCIAL CHECKING (…5678) COMMERCIAL CHECKING (…9962) DARBY DELIVERY CO. 2 Choose the Accounts to enroll

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 < >

Page 16: CHASE CONNECT USER GUIDE...YALE VISION INC. COMMERCIAL CHECKING (…7890) COMMERCIAL CHECKING (…5678) COMMERCIAL CHECKING (…9962) DARBY DELIVERY CO. 2 Choose the Accounts to enroll

ACH Debit Block SettingsView, update or change ACH Debit Block services on accounts

Page 17: CHASE CONNECT USER GUIDE...YALE VISION INC. COMMERCIAL CHECKING (…7890) COMMERCIAL CHECKING (…5678) COMMERCIAL CHECKING (…9962) DARBY DELIVERY CO. 2 Choose the Accounts to enroll

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

< >

Page 18: CHASE CONNECT USER GUIDE...YALE VISION INC. COMMERCIAL CHECKING (…7890) COMMERCIAL CHECKING (…5678) COMMERCIAL CHECKING (…9962) DARBY DELIVERY CO. 2 Choose the Accounts to enroll

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 < >

Page 19: CHASE CONNECT USER GUIDE...YALE VISION INC. COMMERCIAL CHECKING (…7890) COMMERCIAL CHECKING (…5678) COMMERCIAL CHECKING (…9962) DARBY DELIVERY CO. 2 Choose the Accounts to enroll

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 < >

Page 20: CHASE CONNECT USER GUIDE...YALE VISION INC. COMMERCIAL CHECKING (…7890) COMMERCIAL CHECKING (…5678) COMMERCIAL CHECKING (…9962) DARBY DELIVERY CO. 2 Choose the Accounts to enroll

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 < >

Page 21: CHASE CONNECT USER GUIDE...YALE VISION INC. COMMERCIAL CHECKING (…7890) COMMERCIAL CHECKING (…5678) COMMERCIAL CHECKING (…9962) DARBY DELIVERY CO. 2 Choose the Accounts to enroll

20Copyright © 2020 JPMorgan Chase & Co. All rights reserved.

050520

Chase, J.P. Morgan and JPMorgan Chase are marketing names for certain businesses of JPMorgan Chase & Co. and its subsidiaries worldwide (collectively, “JPMC”, if and as

used herein may include, as applicable, employees or officers of any or all of such entities irrespective of the marketing name used). Products and services may be provided

by commercial bank affiliates, securities affiliates or other JPMC affiliates or entities. Products and services described herein are offered by JPMC or its affiliates subject to

applicable laws and regulations and service terms. Not all products and services are available in all geographic areas. Eligibility for particular products and services is subject

to final determination by JPMC or its affiliates.

Chase Connect® is a registered trademark of JPMorgan Chase Bank, N.A. JPMorgan Chase Bank, N.A. is a wholly-owned subsidiary of JPMorgan Chase & Co.