Help Using Your Online Account Management and Reporting Tools

Your Merchant Services account includes 24/7 complimentary access to one of our web-based reporting tools: Chase Business Online (CBO), Resource Online (ROL) or Paymentech Online (PTO). Below are reference guides and FAQs to help with any questions you may have. 

Help Using Your Online Account Management and Reporting Tools

Chase Business Online (CBO)

Manage your Merchant Services account virtually anywhere from the CBO web portal or mobile app. View transactions and fees, review chargebacks and disputes, and subscribe to alerts in one convenient place. You can review your account statements by year and they are easily accessible online from the Statements and Documents link in the main menu.

If you are already enrolled in CBO, just sign in with your existing username and password to see your Chase Merchant Services account.

For new clients, sign up now for quick and easy access. You’ll need your specific company number to get started.

Have a question about Merchant Services on CBO? Click here.

For more information on how to navigate CBO, take a look at the online demo.

How to Get Additional Help

If you are having technical trouble and would like help from a member of our Advanced Product Support group, please call 1-800-254-9556.

If you have a question about fees or need general support for your existing processing account, please call Chase Merchant Services at 1-888-886-8869.

The products and services found on are intended for approved U.S. merchants only and comparable products and services may not be available for non-U.S. merchants. For information on non-U.S. products and services, please visit our other sites at and

Reference Guides

If you have accessibility issues with reviewing the documents and require further assistance, please contact Chase Accessibility Services at 1-855-644-4561 for further support.