Granting Accountant Access with J.P. Morgan Chase
Edited
To grant TristanCPA view-only access to your J.P. Morgan Chase account(s), follow the steps below:
Log in to your account.
Please add TristanCPA as a user with the following information:
Username: ClientNameAccountant1
First Name: TristanCPA
Last Name: Accountant
Email: <DedicatedEmail>@tristancpa.com where Dedicated Email is the email address that we provided.
Permissions: Reports & Statements