# Chase

> Connect a Chase self-directed investing account for RSA trading: how to prepare it, sign in through the app, and fix common connection problems.

*Source: https://tradelabs.org/docs/reference/brokers/chase*

Chase signs in the same way you would on chase.com. TradeLabs drives a real Chrome window in the background to log in for you, so it is used mainly as an RSA fan-out target: the same trade routes out to Chase alongside your other brokers.

| What it trades | Supported |
| --- | --- |
| RSA (reverse split arbitrage) | Yes |
| Stocks | Manual orders only, from the **Trade** page. An automated Stocks strategy routes to Tradier, IBKR, Robinhood, or STG / DAS instead. |
| Options, spreads, crypto | No |

> **Note**
>
> Because Chase drives a real login, it is slow to wake up. The first sign-in of a session shows a Chrome window while it warms up (a few seconds). Idle at night is normal, not a broken connection.

## Before you start

- An active Chase self-directed investing account. A plain checking or savings login will not trade, so open a J.P. Morgan Self-Directed Investing account first if you only have banking.
- Your chase.com **username** and **password**.
- The phone Chase uses for SMS verification. You enter its last 4 digits so the code goes to the right device.
- The TradeLabs Companion installed and running.

## Connect it in the app

1. Open the **Brokers** page, click the **Chase** card, then click **Add account**.

   ![The Brokers page in the app](/docs-assets/app-brokers.png)
   *Click a broker card, then Add account, to open the connect form*

2. Fill in the connect form:

   - **Username** — your chase.com login.
   - **Password** — your chase.com password.
   - **Last 4 of phone** — optional. The last 4 digits of the phone Chase texts for SMS 2FA delivery.
   - **2FA code** — optional. Leave it blank to enter the code at the prompt instead. It clears after each sign-in.

   ![The connect form](/docs-assets/brokers-connect-form.png)
   *Enter your Chase details, then Save account*

3. Click **Save account**. Your credentials are encrypted on your device.

4. Click **Sign in** on the account row. Chase opens a Chrome window and logs in.

5. When Chase needs a code, the app shows an **Enter verification code** prompt. Type the SMS code and click **Submit**. (If you already typed the code in the **2FA code** field, sign-in continues on its own.)

When sign-in succeeds you see a **Chase signed in** confirmation and the row switches to a signed-in state.

> **Important**
>
> Make sure the **Last 4 of phone** you enter matches what Chase has on file. If it does not, the code is sent to the wrong device and sign-in fails.

## Multiple accounts and sub-accounts

You can connect more than one Chase login. Add each from the **Chase** card the same way with **Add account**. Each login keeps its own credentials and signs in on its own.

If a single Chase login holds several investment sub-accounts, TradeLabs finds them after sign-in. You do not pick one during setup, and a trade fans out across the login's sub-accounts.

## Fixing common problems

- **No code received:** confirm the last 4 of phone match what Chase has on file, and that the phone has signal. There can be a short delay, so wait a moment before retrying.
- **Code did not work:** enter it as soon as it arrives, since Chase codes expire quickly. If it went stale, sign in again to request a fresh one.
- **Unrecognized device or an identity wall:** Chase sometimes needs you to clear a device check yourself. Use **Sign in by hand** from the account row's **⋯** menu to open a visible Chrome window on Chase's login page, complete the check, and TradeLabs takes over once you are through.
- **Sign-in keeps failing or behaves oddly:** use **Clear browser data** from the **⋯** menu to wipe the saved session and cookies, then sign in again. Your saved username and password are kept. Use **Check connection** to confirm whether the account is actually authenticated.
- **Account locked:** after too many failed attempts Chase may lock the account. Recover it at chase.com, reset your password if needed, and wait until it is fully unlocked before reconnecting.

> **Tip**
>
> Each account row has a primary **Sign in** button and a **⋯** menu with **Sign in by hand**, **Check connection**, **Edit credentials**, **Clear browser data**, and **Remove account**.

## Using Chase with RSA

Once Chase is signed in, add it to an RSA strategy and make sure the strategy is active. See [RSA setup](/docs/rsa-plus/setup/) to build the strategy, and [broker limits](/docs/rsa-plus/broker-limits/) for the per-account caps that apply to Chase.