Update your connection with First Republic Bank

If you connected a First Republic Bank account to import accounting transactions into Wave, you must connect your new Chase account to continue to import transactions after May 29, 2024.

This action is required because of Chase Bank’s acquisition of First Republic Bank. To update your connection to Chase, log in to your Wave account at waveapps.com, then follow the steps below.

Step 1 - Update your Payments connection

If your First Republic Bank account is connected for Payments, connect your account manually so that you can remove the First Republic Bank connection. If not, skip to Step 2.

To manually connect your account to receive payouts:

  1. Click your business name at the top right, then click Business settings in the drop-down menu.
  2. Click Payouts.
  3. In the search bar, type “*”.
  4. Click Use your bank routing and account numbers.

  5. Enter your bank details.
  6. Click Save and continue.

Step 2 - Update your payroll connection

If your First Republic Bank account is connected for payroll, connect your account manually so that you can remove the old First Republic Bank connection. If not, skip to Step 3.

To manually connect your account for payroll:

  1. Click your business name at the top right, then click Business settings in the drop-down menu.
  2. Click Funding Account.
  3. In the search bar, type “*”.
  4. Click Use your bank routing and account numbers.

  5. Enter your bank details.
  6. Click Save and continue.

Step 3 - Delete your connection to First Republic Bank

  1. On the left-side menu, click Banking > Connected Accounts.
  2. Find your connection to First Republic Bank, then click the trash can icon at the top right.

If you can’t delete your connection, ensure your First Republic Bank account is no longer connected for Payroll or Payments by following Steps 1 and 2 above.

Step 4 - Connect to Chase Bank

  1. On the Connected Accounts page, click Connect account.
  2. Type “Chase” in the search bar.
  3. Follow the instructions on screen to log in to your bank and establish a connection.

    Find more detailed instructions in Import transactions automatically by connecting a bank account.

  4. Select the checkboxes next to the accounts you want to import transactions from.
  5. For each account, select the First Republic Bank account you have been using to import transactions into.
  6. Click Edit date and choose to import your transactions from May 29, 2024 for each account.
  7. Click Save and continue.