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Connect J.P. Morgan Self-Directed (Chase)

Connect J.P. Morgan Self-Directed (Chase) to VEXA through SnapTrade with your own Chase login, read-only, and VEXA syncs your stocks, ETFs and options every day. Automatic sync is a Pro feature.

Same on every platform Updated
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What this does

Connects your J.P. Morgan Self-Directed (Chase) account to VEXA and keeps it up to date on its own. J.P. Morgan Self-Directed (Chase) is a US broker with no file import in VEXA, so the connection is the route in.

The connection runs through SnapTrade, VEXA’s connection partner. You sign in with Chase inside SnapTrade’s portal, VEXA never sees your password, and the access is read-only: VEXA cannot place, change or cancel orders. Automatic sync is a Pro feature.

Before you start

  • Have your Chase login to hand, and the phone or device Chase uses for verification. The sign-in happens with Chase, not with VEXA.
  • The link SnapTrade opens is valid for five minutes. If you leave it open longer, start again from VEXA.
  • On a free account the Connect with Chase button explains that automatic sync needs Pro. Nothing else on the broker page changes.

Steps

Same on every platform

  1. In VEXA, open Profile, then Connected brokers, and choose J.P. Morgan Self-Directed (Chase).
  2. Open the Automatic sync tab and choose Connect with Chase.
  3. SnapTrade opens Chase’s own sign-in page. Enter your Chase login and complete any verification Chase asks for.
  4. Approve the read-only connection and choose the accounts you want to link.
  5. Return to VEXA. On a phone or tablet, switch back to the app when the portal finishes. If the accounts have not appeared, choose I’ve connected.
  6. The first sync starts on its own. Compare one imported trade with Chase before relying on a long history.

What syncs

  • Stocks, ETFs and options. Every fill, with the commissions and fees Chase reports.
  • Each linked account is its own account in VEXA, named after Chase and the last digits of the account number, so the account filter keeps them apart.
  • Every day. New trades appear the day after they settle at Chase. Choose Sync Now for an on-demand refresh.
  • History. The first sync brings in everything Chase exposes through the connection. Anything already in your journal is recognised, not duplicated.

Reconnecting and disconnecting

If Chase asks you to sign in again, for example after a password change, VEXA marks the account as needing a reconnect. Choose Reconnect Chase, sign in once, and the sync resumes. Your trades are not affected.

To stop syncing, choose Disconnect Chase on the broker page. The connection is removed at SnapTrade and the trades already imported stay in your journal.

What you should see

One connected account per Chase account you approved, each with a last-sync time. The first sync usually finishes within a few minutes, and the trades appear under that account in the account filter.

If it doesn’t work

  • “Automatic sync is a Pro feature.” The account you are signed in with is not on Pro. Upgrade, then choose Connect with Chase again.
  • “Automatic sync for this broker isn’t switched on yet.” The connection is not live on VEXA’s side yet. The button stays where it is, so check back shortly.
  • The portal says the link has expired. SnapTrade links last five minutes. Return to VEXA and choose Connect with Chase again.
  • No accounts appeared after you signed in. Choose I’ve connected on the broker page. If nothing appears, you approved no accounts in the portal; connect again and tick at least one.
  • Trades from today are missing. That is expected. Chase reports fills the day after they settle, and the daily sync picks them up then.

Related

Connect a broker Where the broker picker lives on each device, how to name the account, and what a successful first connection looks like. When VEXA syncs your trades automatically How often each connected broker is pulled, why there is no auto-sync indicator anywhere in the app, and how to tell whether yours is running. Reconnect a broker that stopped syncing What the Needs Reauth badge means, the broker-side changes that cause it, and how to restore the connection without touching your trade history. Supported brokers Every broker VEXA connects to, which of them sync automatically today, and the routes that still work if yours is not listed.

Still stuck? Email support@vexatrade.ai.