Sarah · Care Team
9:41●●● WiFi
9:41
Monday, April 6
swipe to open
9:41
Monday, April 6
CoveyFi now
Action needed — Mom's Chase 🔗
Her Chase connection expires in 5 days. Reconnect now to keep monitoring uninterrupted.
swipe to open
CoveyFi
Loading Mom's accounts…
CoveyFiHi Sarah 👋
AI Guardian — Active92% learned
Monitoring 3 accounts · 14 bills · last scan 4 min ago
Needs attention
Chase connection expiring soon
5 days left · Mom must reconnect · tap to review
›
Accounts
Chase Checking
Primary spending
$4,218
Expires 5d
Fidelity 401K
Retirement account
$22,450
Connected
Visa ···4891
Credit card
-$843
Connected
⊞Home
🔔Alerts
📄Bills
👥Team
Dashboard
Chase connection expiring
Expires Apr 11 · Mom must re-authenticate
Connection status
5 days remaining
Bank connections require periodic re-authentication for your security.
If not reconnected by Apr 11, AI Guardian loses visibility into Mom's Chase account.
Only Mom can complete this — CoveyFi will send her a simple guided request.
Takes ~60 seconds. Mom signs in directly to Chase on her own device.
Send Mom a reconnect request
Guardian note
This is a routine security requirement from Chase — not a fraud alert. Mom's account is safe. Reconnecting keeps her financial picture complete.
CoveyFi
Margaret will get a notification to reconnect. You'll be notified when she's done.
What happens next
Mom receives a push notification now. If she doesn't reconnect in 48 hours, CoveyFi will send a gentle follow-up automatically.
Financial clarity for families · coveyfi.com
request
sent
Margaret · Mom
9:41●●● WiFi
9:41
Monday, April 6
swipe to open
9:41
Monday, April 6
CoveyFi now
Sarah sent you a quick task 💛
Please reconnect your Chase account — takes ~60 seconds. Tap to get started.
swipe to open
Reconnect your Chase account
Sarah asked you to reconnect — keeps your finances protected.
Chase Checking
Primary spending · ···2847
Expires in 5 days
What you'll do
1
Tap "Connect Chase" below
2
Sign in with your Chase username & password
3
Done — CoveyFi never sees your password
You'll be taken to Chase's secure sign-in page
secure.chase.com
Chase
Sign in to Chase
CoveyFi is requesting read-only access. Chase will never share your login details.
Username
margaret.h
Password
••••••••••
Saved credentials will be used · Touch to authenticate
Chase uses 256-bit encryption. CoveyFi receives read-only access and can never move your money.
Look at your iPhone
CoveyFi
Your Chase account is reconnected. Sarah will be notified and your finances stay protected.
You're all set
Chase Checking ···2847 is now active. CoveyFi monitors it automatically — nothing else needed.
Financial clarity for families · coveyfi.com