Granting Accountant Access with Wells Fargo Bank
Edited
Please grant TristanCPA access to Wells Fargo Bank by following the instructions below.
Log in to your account.
Click on the Security & Support tab.
Hover near "Protect your account", and select Use account access manager.
On the "Account Access Manager" page, click on the Guest user tab.
Please add TristanCPA as a guest user with the following information:
First name: TristanCPA
Last name: Accountant
Email: <DedicatedEmail>@tristancpa.com where Dedicated Email is the email address that we provided.
Username (case sensitive): ClientNameAccountant1
Note: We cannot change this password, so please pick something secure.
Account access: Select the View Only access level for every account for your entity.
Click Submit.