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Chase (Investment Holdings Only)

Chase (Investment Holdings Only) United States 🇺🇸

Fintable bank API integration powered by SnapTrade.

Fintable integrates with Chase (Investment Holdings Only) APIs to sync your finances to spreadsheets.

Fintable es una herramienta financiera que se conecta automáticamente a tus cuentas bancarias y exporta saldos y transacciones a Google Sheets o Airtable. Esta integración funciona con SnapTrade en United States.

Chase is the U.S. consumer and business banking brand of JPMorgan Chase Bank, N.A., part of JPMorgan Chase & Co., whose history traces to the Manhattan Company in 1799. Its U.S. website provides banking services alongside J.P. Morgan Wealth Management, including self-directed and advisor-assisted investing. This SnapTrade connector reaches J.P. Morgan investment holdings through the Chase login, with read-only access to balances, holdings and reported transaction data; it does not allow trading. USD checking and credit-card classifications were also observed in connected accounts, but these do not establish general banking coverage. It is distinct from the broader Chase banking connectors offered by Plaid, Yodlee, Akoya, Finicity and Teller, and overlaps the investment segment represented by Yodlee's JPMorgan Online Securities connector. It is not a connection for Chase UK or the group's separate corporate, commercial-card or employee-benefit portals.

Connection Information

Bank API details

Domain
chase.com
Portales de acceso
J.P. Morgan investments through Chase Online
Estado en Fintable
Compatible
This connection is supported by Fintable via SnapTrade.
Disponibilidad
Integración de Fintable Fintable tiene una integración con SnapTrade.
Sí
Proveedor activado Fintable tiene SnapTrade activado para los clientes.
Sí
Funciona según el proveedor SnapTrade informa de que esta conexión funciona.
Sí
Conexión activada Fintable ofrece esta conexión a los clientes.
Sí

Una conexión solo se puede vincular cuando las cuatro indican «Sí».

API Access
Accounts, balances, and transactions from Chase (Investment Holdings Only) are available programmatically via the API de Fintable and the built-in MCP server for AI assistants.
Display Name
Chase (Investment Holdings Only)
SNAPTRADE Institution ID
d1a7af18-5b0f-49fa-a7b7-802714f68498
Provider Domain
chase.com

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Lleva el control de tus finanzas con IA y hojas de cálculo.

Fintable syncs your Chase (Investment Holdings Only) accounts to spreadsheets and lets you analyze your data with Claude or ChatGPT. Use Google Sheets or Airtable for finance dashboards, or build your own on top of our API. Our mission is to be the most trusted, reliable and powerful DIY financial data platform in the world.

A Fintable finance template in Airtable, with bank accounts and their categories
Language / Idioma
Moneda
Formato de números