1. Sign into AMEX and Under the “Account Services” tab, click “Add or Remove Account Managers”.
2. On the right of the AMEX card, there should be a button to “Add Account Manager"
3. Add your planner as an account manager using their name and email address and AMEX will send them an email to finish setting it up.

**Please note that AMEX emails have a 24 hour expiration period, please let your planner know when you have prompted this email so they can be on the lookout for it. If sent over the weekend, it might time out before your planner is able to set it up and this will require you to re-prompt the email.

1. Login and click the “Business Services” tab
2. Select “Account Management”
3. Select “Add New User”
4. Create a username and password – you will have to email us both pieces of this information once it’s set up because Bank of America won’t notify us. 
5. When creating user information:
   1. User: Planner's First and Last Name
   2. Email: Planner's Email
   3. Phone: 214-845-6108
6. After you create the username and password, you’ll have to click back to our username and click the “Accounts & Services” tab.
   1. Please note: BOA requires that the password has a minimum of 6 letters that includes a number and a character. 
7. Click “Manage access” next to each account and ensure the following checkboxes are selected for each account:
   1. “Allow this user access to this account”
   2. “View Statements”
   3. “View Check Images.” 
   4. You do not want to check the box next to “Transfer Funds”.
8. Then hit “Continue” and Select “Save”
9. Email your planner the Username and PW created in order for us to finish the remaining steps.

**Click this link to view this information on BOA’s website, including a walkthrough video.

1. After signing in, choose "Account Management" and then "Access & Security Manager".
2. Choose "Add authorized user" and fill in their required information, then choose “Next”.
   1. User: Planner's First and Last Name
   2. Email: Planner's Email
   3. Phone: 214-845-6108 
3. Provide the username to your planner – they will receive an email from Chase with a temporary password to sign in.
   1. Please make sure to email us the username you assign to us, or we will be unable to access the account.
4. To assign rights, start by selecting the access level under each account.
   1. “See activity only” is the level of access we need.
5. If applicable to the type of account, check boxes for the following:
   1. “See activity and balance”
   2. “See check images”
   3. “Third-party app access”
   4. “See statements and documents”
6. Choose "Next" when finished and then "Next" again to confirm.
7. Manage your authorized user info, security, and rights anytime on the “Access & Security Manager” dashboard.

**Click this link to view this information on Chase's website, including a walkthrough video.

1. Log in to your Frost Online Business Banking Account
2. Navigate to your user settings
3. Add a “read-only” user
   1. User: Planner's First and Last Name
   2. Email: Planner's Email
   3. Phone: 214-845-6108
4. Provide the username and password to your planner
   1. Please make sure to email us the username and password you assign to us, or we will be unable to access the account.
       

• For Commercial Banking: Contact your local branch for further instructions.
• For Online Banking - Refer to PDF attachment for specific details.
  • PDF Link: Huntington Access Sharing User Guide
  • When creating user information:
    • User: Planner's First and Last Name
    • Email: Planner's Email
    • Phone: 214-845-6108

1. Login to your business account and toggle to "Security and Support" Section.
2. Click "Use Account Access Manager".
3. Click on the "Guest User" to “Add a new user” to the account.
4. On this page you will be prompted to create a new username and password for the new user. Please provide these details to us as Wells Fargo will not notify us of this information.
   1. When creating user information:
      1. Name: Planner's First and Last Name
      2. Email: Planner's Email
      3. Phone: 214-845-6108
5. After creating this information you will be asked to select the access level for each account/s, please select “View Only”.
6. Review the information and then click "Submit".
7. After you submit this it might request that you verify your account/s with a security code. If it does, please proceed through those steps then click “Continue”.
8. An invite will be sent to your planner's email, please let us know when you prompt this as it has a 24-hour expiration along with the username and password that you created above.
    

1. Add a new user (see Image 1 for reference)
   1. Name: Planner's First and Last Name
   2. Email: Planner's Email
   3. Phone: 214-845-6108
   4. Login Details: You can assign the login details of your choosing for this.
      1. Please provide the login ID and password that you created to your planner as Veritex will not provide this information to your planner.
2. Assign user rights (see Image 2 for reference)
   1. Step #5, we do NOT want the ability to draft, approve or cancel any of the transaction type's listed.
   2. Step #6, only select the following under “Rights”:
      1. Statement Image
   3. Step #7, please select "view only" for all business accounts listed
      1. We do NOT want the ability to deposit/withdraw within the accounts

Image 1: 

Image 2: