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 is a financial tool which automatically connects to your bank accounts and exports balances and transactions to Google Sheets or Airtable. This integration is powered by SnapTrade in 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
- Login portals
- J.P. Morgan investments through Chase Online
- Fintable Status
- This connection is supported by Fintable via SnapTrade.
- Availability
-
Fintable integration Fintable has an integration with SnapTrade. Provider enabled Fintable has SnapTrade switched on for customers. Reported working SnapTrade reports that this connector works. Connector enabled Fintable offers this connector to customers. A connector can be linked only when all four are Yes.
- API Access
- Accounts, balances, and transactions from Chase (Investment Holdings Only) are available programmatically via the Fintable API 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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Keep track of your finances with AI and spreadsheets.
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.
