Click on your bank name and perform the mentioned steps to provide read-only access to your bookkeeper.


TABLE OF CONTENTS

Brex 

 

  1. Login to your Brex account
  2. Navigate to “Team” on the left side of your Brex dashboard and click on “Add User”
  3. Fill in the following user details -
    1. Name: Fincent Bookkeeper
    2. Email Address : Use your custom Fincent Email ID. To find your custom Fincent email ID, click here
    3. Click Next and assign the Bookkeeper role to us

Citi Bank

 

  1. Login to your Citi.com account
  2. Navigate to “Services” and from drop-down menu click on “Credit Card Services”
  3. Click on “Authorized Users”
  4. Fill in the following user details to add us -
    • Email ID: bookkeeper@fincent.com
    • Set a strong password and share the details with us on bookkeeper@fincent.com
    • Phone number: (760) 284-7494
  5. Click “Add Authorized user”


Chase

 

 

  1. Sign in to your account and choose “Account Management”
  2. Select “Access & Security Manager” from the drop-down menu
  3. You will see the option to add an authorized user by selecting “Add New User”
  4. Fill in the following user details to add us- 
    1. Email Address : bookkeeper@fincent.com
    2. Phone number : (760) 284-7494
  5. Choose the accounts a new user can access. Assign their level of access by selecting Assign access.
  1. Please inform bookkeeper@fincent.com as soon as the access is created along with the username.

Amex

 

  1. Login to your Amex Account
  2. Navigate to Amex’s Account Manager feature
    • Click on My Account > User Administration
    • Click on View/Modify
  3. Fill in the following user details to add us

PayPal

 

  1. Login to your PayPal account
  2. Click your username in the upper-right-hand corner
    • Click Account Settings > Select Account Access
    • Click “Update” (next to Manage Users)
  3. Click the Add User button
  4. Fill in the following user details to add us
  5. Grant us Read-only access

Mercury Business


 

  1. In the AdminApp, select “Manage Users” from the main menu on the left.
  2. Open a new tab to create a new account.
  3. Fill in the following user details to add us
  • Email Address : Use your custom Fincent Email ID. To find your custom Fincent email ID, click here
    • Phone number : (760) 284-7494
  1. Click on “Create User”

Evangelical Christian Credit Union

 

  1. Login to your bank account online
  2. From the main menu, select Settings > Manage Users to get to User Management
  3. Click Add User. The New User screen appears.
  4. Fill in the following user details to add us
    • Email ID: bookkeeper@fincent.com
    • Phone number: (760) 284-7494
  • Click Save. A confirmation message appears.
  • Click Close. The new user is listed on the User Management screen.

Silicon Valley

 

  1. Login to your SVB Account
  2. From the menu bar, Select Administration > Manage ****Users > Add User
  3. Fill in the following user details to add us
  4. When prompted for user role : choose “Read Only”

Wells Fargo

 

  1. Login to your Wells Fargo account. At the top right, click the 'welcome' tab,
  2. Click on Manage Access/Account Access Manager > Guest Users
  3. Click Add new user
  4. Fill in the following user details to add us 
  5. Pick which accounts we need access to and on the drop-down, choose “View Only”
  6. Hit submit and finish out the process

HomeStreet

 

  1. Log in and go to Administration > User Administration > and add the user ID bookkeeper@fincent.com
  2. Click on Edit Services and Accounts on right side of page, enable Mobile Banking for the user / read-only access
  3. Click “Save Changes” for each service added
  4. Click on “Save Changes” again at the bottom of the page

First Republic's Corporate Online

 

  1. Login to your First Republic Bank Account
  2. Navigate to Setup feature
    • Click on Manage Users >
    • Select the user you want to set up to use direct connect
  3. Fill in the following user details to add us 


 

You may also refer to First Republic Read-only access guide for further reference.

Bank of America

 

  1. Go to https://www.bankofamerica.com/
  2. Login to your Bank of America Account
  3. Select Account Permissions
  4. Select Add new user
  5. Input the user's information 
  6. On the left-hand side, select “Account & Services” (or, select the Continue to Account & Services button)
  7. Select which services the user will have access to (View Access)

 

Please note: This access may be subject to additional fees from the bank. It is therefore advisable to check with your bank before creating the access. Alternatively, you can send us your bank statements for the period the bookkeeping services are needed at bookkeeper@fincent.com, if you do not wish to pay the additional cost.

 

Farmers & Merchants Bank (F&M)

 

  1. Sign in to your account and choose Commercial --->> “Manage Users”
  2. You will see the option to add a user by selecting “Add User”
  3. Fill in the following user details
    1. Enter the Name---> First Name: Fincent, Last Name: Bookkeeper
    2. Email Address : bookkeeper@fincent.com
    3. Phone number : (760) 284-7494
    4. Then, you can create user ID & share the details with your bookkeeper
  4. Click Save user then, Click Check Order ---> Rights----> Click on View online Activity
  5. For more insight, please refer to the Video Guide

 

Regions Bank

 

  1. Sign in to your account and navigate to “Customer Service” section
  2. Navigate to “Settings” under customer service
  3. Click on “Manage Users” tab and select the link “Add User” at the bottom
  4. You will be prompted to complete additional security steps to verify your identity
  5. Follow the four steps to add the below user information
    • Enter the Name---> First Name: Fincent, Last Name: Bookkeeper
       
    • Email Address : bookkeeper@fincent.com
    • Phone number : (760) 284-7494
    • Set a strong password and online ID of your choice 
    • Choose only the permissions you want the user to have. Click “Confirm & Save”
       
  6. Share the details with us on bookkeeper@fincent.com
  7. For more insight, please refer to the Video Guide

 

Truist Bank

 

  1. Enroll to "Truist bank Small Business Online program"
  2. Login with user id and password
  3. To begin providing access to your accountant; open the business services menu of the program
  4. Click “Multiple User Access”
  5. Choose only the permissions you want the user to have

 

Capital One

 

Contact your bank customer care and request read-only access for your bookkeeper. Alternatively, you can send us your bank statements for the period the bookkeeping services are needed at bookkeeper@fincent.com.

 

WEX

 

  1. Click “Select Program”
  2. Choose “User Administration” from the drop-down menu, then “Manage Users” from the fly-out menu.
  3. Click “Add User”.
  4. Enter the required info for a new user as below
    1. Company ID – Fill in your company ID
    2. User ID – Of your choice
    3. First – Fincent
    4. Last Name - Bookkeeper
    5. Email – bookkeeper@fincent.com
    6. Group ID – Of your choice
  5. Click “Save” and then confirm the information
    1. Share the Company ID, User ID and Group ID with bookkeeper@fincent.com

 

 

Forum Credit Union

 

Contact your bank customer care and request read-only access for your bookkeeper. Alternatively, you can send us your bank statements for the period the bookkeeping services are needed at bookkeeper@fincent.com.

 

 

Novo Online Banking

 

  1. Login to Novo internet banking
  2. Under “Account”, click on “User accounts”
  3. Then click on “Create new accounts” to manually add user accounts
  4. Before you start, choose the default language and click “Next” 
  5. Select “Auto-generate usernames” if you want Novo to generate usernames automatically
  6. Click on “Create accounts” to create the user accounts – Use your custom Fincent Email ID. To find your custom Fincent email ID, click here
  7. We will receive an email with further instructions to setup account. You can also click on “Invite through sign-up” link, then click on “Enable shareable link”. This generates a unique sign-up link and QR-code that you can share with us
  8. Use the drop down menu under Account status to filter the role of list of users, so that you can easily manage permissions for the user

 

 

Sunrise Bank (NM)

 

Contact your bank customer care and request read-only access for your bookkeeper. Alternatively, you can send us your bank statements for the period the bookkeeping services are needed at bookkeeper@fincent.com.

 


First Horizon Bank

 

  1. Click the demo link to follow the steps to add user and share read-only access
  2. Share the details with us at bookkeeper@fincent.com

 

Navy Federal credit union

 

This bank does not allow read-only access to the third party. You may need to share your bank statements with us at bookkeeper@fincent.com for the period the bookkeeping services are needed.

 

 

Huntington Bank

 

  1. Click on the user guide to follow the steps for adding new user
  2. Share the user details with us at bookkeeper@fincent.com

 

Ollo Bank

 

Contact your bank customer care and request read-only access for your bookkeeper. Alternatively, you can send us your bank statements for the period the bookkeeping services are needed at bookkeeper@fincent.com.

 

Merrick – Credit Card

 

Contact bank customer care at toll free number 1-833-842-7900 and request read-only access for your bookkeeper. Alternatively, you can send us your bank statements for the period the bookkeeping services are needed at bookkeeper@fincent.com.

  

Studio Bank

 

Contact your bank customer care and request read-only access for your bookkeeper. Alternatively, you can send us your bank statements for the period the bookkeeping services are needed at bookkeeper@fincent.com.

 

WEXFLEX

 

Contact your bank customer care and request read-only access for your bookkeeper. Alternatively, you can send us your bank statements for the period the bookkeeping services are needed at bookkeeper@fincent.com.

 

 

Firestone credit card

 

Contact your bank customer care and request read-only access for your bookkeeper. Alternatively, you can send us your bank statements for the period the bookkeeping services are needed at bookkeeper@fincent.com.

 

The Tennessee credit union

 

Contact your bank customer care and request read-only access for your bookkeeper. Alternatively, you can send us your bank statements for the period the bookkeeping services are needed at bookkeeper@fincent.com.

 

 

BMO Harris

 

  1. Refer to the user guide for steps to add user and share read-only access
  2. Share the new user details with us at bookkeeper@fincent.com


Pinnacle Bank

Contact your bank customer care and request read-only access for your bookkeeper. Alternatively, you can send us your bank statements for the period the bookkeeping services are needed at bookkeeper@fincent.com.

 

 

Cash App

 

Contact your bank customer care and request read-only access for your bookkeeper. Alternatively, you can send us your bank statements for the period the bookkeeping services are needed at bookkeeper@fincent.com.

 

 

Lake City Bank

 

Contact your bank customer care and request read-only access for your bookkeeper. Alternatively, you can send us your bank statements for the period the bookkeeping services are needed at bookkeeper@fincent.com.

 

Old National Bank

 

  1. Log in to Digital Banking through a web browser. (This feature is not an option in the Mobile App.)
  2. Go to Additional Services
  3. Click on Share access with others
  4. Select “Add person”
  5. Enter below details –
    1. First Name – Fincent
    2. Last name – Bookkeeper
    3. Email ID – bookkeeper@fincent.com
  6. Select “Click to grant access” to individual account. 
  7. You will need to setup the account as View Only
  8. Click Save and then Continue to agree to the Terms of Use
  9. Share the user login details with us at bookkeeper@fincent.com

Click on this link to know more.

 

PNC

 

Contact your bank customer care and request read-only access for your bookkeeper. Alternatively, you can send us your bank statements for the period the bookkeeping services are needed at bookkeeper@fincent.com.