Wealthfolio is an independent portfolio-tracking application and is not affiliated with, endorsed by, or sponsored by Chase.
United States
Track your Chase portfolio with Wealthfolio
Connect your eligible Chase investment accounts once. Wealthfolio keeps supported data up to date and brings those investments together with accounts held at other institutions.
Automatic brokerage sync is available with the optional Wealthfolio Connect subscription.
From your Chase account to your whole investment picture
Keep your portfolio current
Refresh supported balances, holdings, and activities automatically on the schedule available for this connection.
Bring institutions together
See Chase alongside your other brokerage, crypto, and manually tracked accounts in one investment and net worth view.
Use the combined picture
Explore allocation, income, performance, goals, and benchmarks across the investments you bring together.
Available views depend on the data and history supported by each connection.
What syncs from Chase
- Available data
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- ETF, mutual fund, and stock holdings with account balances
- Buys, sells, deposits, withdrawals, dividends, and reinvestments
- Eligible accounts
- Eligible Chase investment accounts shown during authorization.
- Available history
- Up to two years of account activity may be available.
- Updates
- Chase makes source data available daily; Wealthfolio refreshes once a day or whenever you choose Sync now.
How to connect Chase
Connection method: OAuth on Chase's website. Follow the steps below to add the account.
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Choose Chase in Wealthfolio Connect and open SnapTrade's secure connection window.
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Follow the redirect to Chase's website and sign in there.
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Review the eligible accounts and read-only access requested for portfolio synchronization.
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Approve the connection, return to Wealthfolio, and review your accounts.
Your account stays under your control
Read-only access
The connection can retrieve account data. It cannot place trades or move money.
Your sign-in
With OAuth, you enter your Chase username and password only on Chase's website. Wealthfolio and SnapTrade never receive them, and you can revoke the authorization without changing your password.
Your Wealthfolio data
Supported account data is passed to Wealthfolio on your device. Wealthfolio does not persistently store your holdings, balances, or activities on its servers.
Good to know about this connection
- During authorization, select Auto link new accounts if you want future eligible Chase accounts to appear without reconnecting.
Frequently asked questions
How much Chase activity can Wealthfolio sync?
Up to two years may be available, including buys, sells, deposits, withdrawals, dividends, and reinvestments.
Will a new Chase investment account appear automatically?
During authorization, select Auto link new accounts if you want future eligible Chase accounts to appear without reconnecting.
Does Wealthfolio get my Chase password?
No. You sign in on Chase's website and approve read-only access. You can disconnect later to stop future updates.
Other ways to add or complete your data
Prefer not to connect, or need history the connection does not include? Import a statement or update transactions and holdings manually.
Learn about CSV importAlso supported
Ready to connect Chase?
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