Granting Accountant Access with Merrill Lynch Private Wealth Management
Edited
Log in to MyMerrill.
Go to "Account Access" in the Your Account dropdown in the top right corner.
Click Get Started
Approve Terms and Conditions.
Enter TristanCPA information:
Name: TristanCPA Accountant
Email: <DedicatedEmail>@tristancpa.com where Dedicated Email is the email address that we provided.
Select Relationship: Accountant/View Access
Select the accounts you want to give us access to.
If prompted, create and provide access question(s) and answer(s) below (TristanCPA will need to answer these when setting up our profile).
Submit to send the invitation.