Granting Accountant Access with Bank of America

Please grant TristanCPA access to Bank of America by following the instructions below.

• Log in to your account.

• Click on the Business Services tab.

• Click the Add New Users link under the “Account Management” section.

• Click the Add New User button.

• Enter TristanCPA's information:

  • Name: TristanCPA Accountant

  • Online ID: ClientNameAccountant1

  • Email address: <DedicatedEmail>@tristancpa.com where Dedicated Email is the email address that we provided.​

• Please leave "Administrator" and "SafePass" off

• Click Done (But you are not actually done. Please follow the next step)

• In the left panel, select Account & Services. (Or, select the Continue to Accounts & Services button.)

• Under the "Account options", turn on View access for all accounts that Pilot should have access to.

• Check the boxes for:

  • View Statements

  • View Check Images

• Click Finish in the bottom right

For a video walkthrough of this process, use this link.