How do I link my Chase Bank account?

Before linking to any third party app, Chase will send a verification code to the email or phone number on file with your online banking. If you believe the code is being sent incorrectly, please visit your online banking and make any necessary changes to your contact information.

Once you’ve updated your contact information, please unlink and relink your Round-Up account to receive a new code.

Please complete the following steps to link a Round-up Account: 

For Mobile:

  1. After logging in to your account, tap the menu (avatar) in the upper left corner of the screen
  2. Tap "Settings"
  3. Tap "Linked Accounts"
  4. Tap "Link another account"
  5. Type the name of your bank in the search bar
  6. Connect using your banking credentials

For Web:

  1. After logging in to your account, tap the menu (avatar) in the upper right corner of the screen
  2. Click on "Profile & Settings"
  3. Click on "Linked Accounts"
  4. Scroll down and click on "Link another account"
  5. Type the name of your bank in the search bar
  6. Connect using your banking credentials


If you continue to experience any difficulties linking your Chase account, please send us a message!

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