Granting Accountant Access with CapitalOne Business Credit Card

Edited

CapitalOne Business Credit Card

Please grant TristanCPA access to Capital One by following the instructions below.

  • Provide your username and password you use to log in to your CapitalOne credit card.

  • Add TristanCPA's 2FA phone number to your account: 617 - 977 - 4799

  • IMPORTANT: Use this link to log in to your account.

  • In the top right area, click on the "arrow" icon next to the profile icon

    • Click on Profile.

    • Enable text notifications for our TristanCPA's 2FA phone number.

Note: Do not put TristanCPA's phone number under Business Phone.