Setting Up a Wells Fargo User

Give us viewing only access to your bank account

1. Sign in at wellsfargo.com
2. In the top right is a WELCOME tab click on that arrow.
3. Click on MANAGE ACCESS>Account Access Manager
4. Click on the GUEST USERS tab.
5. Click the Blue Button: ADD NEW USER
6. Fill out the info and give your bookkeeper a user name
7. Pick which accounts your bookkeeper needs to see and on the drop-down -> Select View Only