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CLIENT RESOURCE
Add our firm
as
view-only to
your
online bank account.
Step-by-step instructions for the most common banks our clients use. Takes about 5 minutes — and makes our whole working relationship smoother from day one.
🔒
100% Secure
View-only — we can never move money or make changes
⏱️
Saves Time
No more forwarding monthly bank statements manually
📊
More Accurate Books
Real-time access means we catch things faster
✔
You Stay in Control
Remove access anytime from your bank settings
Giving us view-only access is one of the most
helpful things you can do. It means no more
forwarding bank statements, no more downloading CSVs — we pull what we need directly and keep your books current in real time. Find your bank in the menu on the left and follow the steps.
WHEN ADDING US, USE
NAME
PHONE NUMBER
ACCESS
ROLE
Camilla Fontenot
(575) 339-6536
View Only / Read Only
Accountant / Sub-User
Find your bank below.
Chase Bank
ONLY FOR BUSINESS ACCOUNTS
1. Log into Chase Business Online
2. Click Account Management → Access & Security Manager
3. Click Authorized User
4. Enter: Camilla Fontenot, hello@mstreamsolutions.com and (575) 339-6536
5. Create a username → write this down, as you will need to provide this to us
6. Select "View-Only"
7. Assign the accounts we will need access to
8. Confirm and send the invitation
STEP-BY-STEP INSTRUCTIONS
Bank of America
FOR BUSINESS AND PERSONAL ACCOUNTS
1. Log into Bank of America Online Banking
2. Click Business Services → Account Management
3. Click Add a User
4. Enter: Camilla Fontenot, hello@mstreamsolutions.com and (575) 339-6536
5. Create a username → write this down, as you will need to provide this to us
6. Select "View-Only"
7. Assign the accounts we will need access to
8. Confirm and send the invitation
Wells Fargo
ONLY FOR BUSINESS ACCOUNTS
1. Log into Wells Fargo Business Online
2. Click Account Access Management (location may vary eg. My Profile or Small Business)
3. Click Manage Users → Add User
4. Enter: Camilla Fontenot, hello@mstreamsolutions.com and (575) 339-6536
5. Create a username → write this down, as you will need to provide this to us
6. Select "View-Only"
7. Assign the accounts we will need access to
8. Confirm and send the invitation
US Bank
FOR BUSINESS AND PERSONAL ACCOUNTS
1. Log into US Bank Online
2. Click Profile & settings → Login preferences
3. Click Manage from the "Shared Access" tile → Add User
4. Enter: Camilla Fontenot, hello@mstreamsolutions.com and (575) 339-6536
5. Create a username → write this down, as you will need to provide this to us
6. Select "View-Only"
7. Assign the accounts we will need access to
8. Confirm and send the invitation
PNC Bank
ONLY FOR BUSINESS ACCOUNTS
1. Log into PNC Bank Business Online
2. Click Your initials (top right corner) → Settings
3. Click Users → Manage Roles → +
4. Enter: Camilla Fontenot, hello@mstreamsolutions.com and (575) 339-6536
5. Create a username → write this down, as you will need to provide this to us
6. Select "View-Only"
7. Assign the accounts we will need access to
8. Confirm and send the invitation
American Express
ONLY FOR BUSINESS ACCOUNTS
1. Log into American Express Business Online
2. Click Account Services → Add or Remove Account Managers
3. Add Account Manager
4. Enter: Camilla Fontenot, hello@mstreamsolutions.com and (575) 339-6536
5. Select "Limited Access"
6. Assign the accounts we will need access to
7. Confirm and send the invitation
COMMON QUESTIONS
Things clients ask before doing this.
Can you move money with view-only access?
Absolutely not. View-only lets us download bank statements, view deposited checks, cashed checks and view transactions and balances. We cannot transfer funds, make payments, or change any account settings.
What exactly can you see?
We can see your account balances, transaction history, and statements for accounts you choose to share. Nothing more.
Can I remove your access later?
Yes, anytime. Go back to the same place your bank settings and simply remove our user. You're always in control.
Do I need to share all accounts?
We recommend sharing all business checking, savings, and credit cards for the full picture. Personal accounts should not be shared - unless you run your business through your personal banking. This is not advisable.