Setting Up a Bank of America User

Give us viewing only access to your bank account

Notes: You must have a business account and be enrolled in account management. To enroll in account management or for more information check here

To add a User:

1. Select the Business Services tab
2. Select Account Permissions 
3. Select Add new user
4. Enter the new user’s details then select OK
5. On the left-hand side select Account & Services (or, select the Continue to Accounts & Services button)
6. Select viewing only for the services the user will have access to.