Granting Accountant Access with SunTrust
Edited
In the online portal, click on the Administration tab at the top of the page.
Select "Add New User".
Enter TristanCPA's information (some may not be required):
Username: ClientNameAccountant1
First Name: TristanCPA
Last Name: Accountant
Password: Add a temporary password of your choosing and put it below.
Email: <DedicatedEmail>@tristancpa.com where Dedicated Email is the email address that we provided.
P.O. Box Address:
TristanCPA.com, Inc.
24 School Street Floor 2
Boston, MA 02108
Select "Custom" access, and then view access to statements, reports, and transactions for all business accounts.