Accountant/CPA Access

Truist Bank - View-only Access

To enable view-only access for Truist Bank, follow these steps:

  1. Log in to your Truist Bank account by entering your unique username and password.
  2. Select the profile icon on your account.
  3. Choose 'Business Admin' from the profile options to access the administrative settings.
  4. To add a new user, click the 'Manage Users' option.
  5. Provide the necessary details for the individual you wish to give view-only access to, including their first and last name, as well as their email address.
    1. FIRST NAME: 
    2. LAST NAME: 
    3. EMAIL:
    4. Username: (you can create)
    5. Password: (you can create)

  6. Select the specific account or card that you would like to grant the user access to.
  7. Select the level of access you wish to grant to the user. If 'Limited access' is an option, choose that to provide them with restricted privileges.
  8. Click the 'Done' button to finish the process.