Granting Accountant Access with First Republic Bank
Note: If you use a hardware token to log in, please send your TristanCPA contact a note so they can give you additional details needed.
Please grant TristanCPA access to First Republic Bank by following the instructions below:
Log in to your account.
Click Setup in the left-hand menu bar.
Select Manage Users under the “Advanced Administration” section.
Then click Add User.
Expand tab: Basic Information. Enter TristanCPA's information:
User ID: ClientNameAccountant1
First Name: TristanCPA
Last Name: Accountant
Email Address: <DedicatedEmail>@tristancpa.com where Dedicated Email is the email address that we provided.
Select: Can send and receive secure messages
Click Save Basic Info.
Expand tab: Administration Permissions. Select the following options:
Payments
Let User Reset their Password
Dashboard
Click Save Administration Permissions.
Expand tab: Account Activity and Stop Payment Permissions. Select the following options:
All
Account Inquiry Permissions
Documents
Click Save Account Activity & Stop Payments Permissions.
Expand tab: Transfer Permissions. Select the following options:
All
Account Transfers
View Transfers"
Click Save Transfer Permissions.
Expand tab: Balance Inquiry Permissions. Select all options.
Click Save Balance Inquiry Permissions.
Expand tab: Statements Permissions. Select the following options:
Statements
Click Save Statements Permissions.
Expand tab: Reporting Permissions. Select all options.
Click Save Reporting Permissions.-IMPORTANT - Expand tab: Payments and Reporting Accounts. Select for each account that you are giving Pilot access to:
STD Reports
Wire Activity
Click Save P&R Reporting Assignments.
IMPORTANT - Expand tab: Check Services Account Assignment. Select for each of the account that you are giving Pilot access to:
Account Transfers
Balance Inquiry
Check
Dashboard
Documents
Click Save Check Services Assignment.
If you use a hard token or 2FA to log in to your account, your TristanCPA team will reach out with next steps.