Granting Accountant Access with BMO Harris Bank
Edited
Please grant TristanCPA access to BMO Harris Bank by following the instructions below:
Log in to your account.
Go to the "Administration" tab.
On the Administration menu, click Create User.
On the "Create User" page, enter TristanCPA's information:
User ID: ClientNameAccountant1
Name: TristanCPA Accountant
Email: <DedicatedEmail>@tristancpa.com where Dedicated Email is the email address that we provided.
In the "Service" tab, add the following entitlements
eStatements- Account Statements
Account information
Report Entitlement: Standard
Reports: Standard
Alerts: No
In the "BMO Accounts" tab
Select for each of your BMO accounts, the entitlements:
eStatements - Account Statements
Account Information.