Granting Accountant Access with First Republic Brokerage
Edited
Please reach out to onlinebrokerage@firstrepublic.com to request a view-only profile for TristanCPA with the following information below:
Name: TristanCPA Accountant
Email: <DedicatedEmail>@tristancpa.com where Dedicated Email is the email address that we provided.
Username: ClientNameAccountant1