Can we link 2 separate people's accounts under the same Bank?

ag123
ag123 Member
edited November 5 in Adding and Updating Accounts

Me and my wife both have separate accounts with Chase…only 1 account can be linked at each time. This can be done with any other budgeting platform. Anyone else running into this?

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  • EL1234
    EL1234 Member ✭✭✭✭

    I do that with Chase and it works fine…

  • Coach Kristina
    Coach Kristina Moderator admin

    Hello @ag123,

    Thank you for reaching out! To assist with this issue, please provide more information about what is happening. Are these accounts under separate login IDs? Are you authorized users on each other's accounts? Are you making sure to connect under the primary account holder's credentials? Are you seeing any error messages/codes? If not, then what exactly does happen when you try to connect the accounts?

    I look forward to your response!

    -Coach Kristina

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