How to Link an External Account to Chase
In this Chase tutorial, I show you exactly how to link an external bank account to Chase from the Chase app. You'll learn where to find Manage External Accounts, how to add a new external bank, how instant sign-in compares to manual test deposits, how the Yodlee connection works, why you should only link accounts you own, and how to move money between banks without wire fees. 🏦📱⏱️ TIMESTAMPS
00:00 – How to Link an External Account to Chase
02:19 – How Yodlee Bank Linking Works
05:54 – How to Transfer Between Banks
06:54 – How to Avoid Wire Fees by Linking Accounts
Linking an external account to Chase is simple once you know where to go. In this video, I walk through how to open Pay and Transfer, tap Manage External Accounts, add a new external bank, search for your institution, and choose between instant sign-in or manual verification with small test deposits.
I also explain how Chase connects through Yodlee, why you should verify the bank login page before entering your credentials, what information Chase needs to access, and why you should only link checking or savings accounts that belong to you. By the end, you will know how to connect an outside bank to Chase and move money between your own accounts for free.
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