To permit a secondary user to view your American Express business account, you need to set up their account with Amex’s Account Manager feature. With this functionality, you can provide your bookkeeper a Limited Access to your bank records. You can modify your user privileges by going to My Account > User Administration and clicking on View/Modify. You will then be directed to a view where you can change these settings.
Bank of America
You can grant customers access to your Bank of America account by upgrading your online banking account to include Account Management. Using this add-on, you can create an individual account access level and allow a small business accountant to view and manage accounts for your different businesses.
Pro Tip: The Account Management feature of Bank of America also allows you to integrate Quickbooks to your account. By integrating, you can synchronize transactions between your bank and your Quickbooks account in real-time!
You will need to enroll in BB&T’s Small Business Online program if you wish to give your bookkeeper view-only access to your accounts. To begin providing access to your accountant, open the business services menu of the program, and click Multiple User Access (Subscribe). You can then use this feature to limit the viewing access of up to 25 users per account.
When working with Capital One as your bank, you will need to use their Treasury Management feature to limit your accountant’s viewing access. With this feature, you can adjust the access settings of your authorized users.
With Chase, you will need to enroll in their Access & Security Manager to allow a third party to view one or more accounts. You can also create a unique user ID, password, and monitor your account activity with this system. Providing limited access to authorized user will give them access to your statements, deposit, and check images.
At Fidelity Investments, you can give your bookkeeper access to your accounts with one of four permissions. These permission-levels include Inquiry, Limited, Full, or POA. The Inquiry access will limit your accountant’s privileges to viewing account balances and tax forms.
Only business accounts in PayPal can provide access to additional users. With the same account, you can limit the access of these users using the Accounts & Security section of Paypal. In this section, open “Account Access” then click “Update” besides the “Manage Users” section. After doing this step, you can now change the permissions you grant your authorized users.
You can use PNC Bank's Cash Flow Insight service to give your accountant access to your accounts. This feature allows you to create an account for your small business CPA and provide them with the appropriate permissions to view your financial transactions.
Regions Bank allows you to limit your accountant’s permissions by utilizing their "People and Permissions" list. Using this function, you can create an account for your bookkeeper and provide them with permissions that allow them to view your account without the ability to perform other transactions.
SunTrust’s Online Cash Manager system offers an extensive set of features. With it, you can set up an account for your bookkeeper that will give them access to your bank statements. You can also limit their access using the same system.
The Account Access Manager of Wells Fargo allows you to provide your CPA a “View-Only” access to your bank records. You can set up more than account using this system in case you need more than one person to manage your finances.