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Granting Accountant Access with Wells Fargo CEO

Edited

Please grant TristanCPA access to Wells Fargo CEO by following the instructions below."

  • Log in to your account.

  • Go to Administration and click Create new user.

  • Enter TristanCPA's information

  • First name: TristanCPA

  • Last name: Accountant

  • User ID: ClientNameAccountant1

  • Company ID: Add your company id below.

  • Email: <DedicatedEmail>@tristancpa.com where Dedicated Email is the email address that we provided.

  • Permissions:

  • Statements and Notices

  • Transaction Search

  • Allow viewing permissions for each business account.

Note: Depending on how your account is configured, one of your co-administrators may need to "approve" the new user before we receive the invitation. If you need any help, please contact your Wells Fargo CEO representative.

An invite should be sent to TristanCPA.