View Only Access for PNC Bank

Why it is needed. As part of the reconciliation process, it is necessary to view or download monthly bank statements. It also saves clients' time by eliminating the need to send it every month.

The following steps must be followed during the meeting to get accountant view-only access to PNC Bank.

• Ask the customer to login in to the PNC bank - PNC Personal Banking

• Click on account delegation

• Create a sub-user

• Add username and password

• Roles and permissions - Accounts, online statement, view check images