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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