Granting Accountant Access with Silicon Valley Bank Go
Edited
Please grant TristanCPA access to Silicon Valley Bank Go
Login to your bank account.
On the left panel, click on the Admin tab.
Click on the Add user button on the top right of your page.
Enter TristanCPA's information:
First name: TristanCPA
Last name: Accountant
Email: <DedicatedEmail>@tristancpa.com where Dedicated Email is the email address that we provided.
Phone Type: Mobile
Role: View Only
Click Continue.
Review and click Submit.
You may need to verify your identity through 2FA to continue.
TristanCPA will receive an invite.
Click Save Credentials at the bottom of the page.