Granting Accountant Access with J.P. Morgan Money
Edited
To grant TristanCPA access to your J.P. Morgan Money account(s), follow the steps below:
Log in to your account as an admin.
Go to the Admin tab.
Click Add.
Enter TristanCPA's information:
First Name: TristanCPA
Last Name: Accountant
Email: <DedicatedEmail>@tristancpa.com where Dedicated Email is the email address that we provided.
Permissions: View only
Please enter and save TristanCPA's generated username below.
If you do not have admins on your account, you'll need to reach out to Morgan Money at (800) 766 7722 to create a view only user for TristanCPA.