SETTING UP ONLINE BANKING/MONTHLY STATEMENTS

If you use Chase, please note that invitations expire in 24 hours and will need to be resent if it expires over the weekend.

Create an authorized user by following the steps below:

1. Go to Account Management > Access and Security Manager
2. Select: Add Authorized User (see Onboarding Email for info)
3. Delegate which accounts UniFi can access by choosing: “Assign access”
4. Set accounts to “View Only”
5. Email UniFi with the username and password as soon as you create them so we can accept the 24-hour invitation

More information here: https://www.chase.com/business/online-banking/access-manager

If you are enrolled in Bank of America’s Account Management program, you can give view-only access to UniFi. To find out more about this program, click here: https://www.bankofamerica.com/smallbusiness/online-banking/account-management/. There is a $15/month fee for non-Business Advantage Relationship Banking accounts.

If you already have Account Management:

1. Log in and click on Business Services
2. Add User (see Onboarding Email for info)
3. Select User Access

If you do not want to enroll in Account Management, you will need to send monthly statements.

If you use Wells Fargo, log in and:

1. Select: the Welcome drop-down
2. Select: Manage Access
3. Select: Use Account Access Manager
4. Select: the Guest Users tab
5. Select: Add New User (see Onboarding Email for info)
6. Create a username and password and email them to UniFi
7. Select View Only for all business accounts

If you use US Bank, log in and:

1. Click on the “I’d Like To” menu on the left and choose “Manage Shared Access”
2. Add a Shared Access user (see Onboarding Email for info)
3. Select “View Only”

For more information:
https://answers.usbank.com/answers/s/article/What-is-Shared-Access https://answers.usbank.com/answers/s/article/How-do-I-enroll-in-Shared-Access-and-add-a-Shared-Access-User
https://answers.usbank.com/answers/s/article/How-do-I-add-a-shared-access-user

Capital One does not have a view-only access user, so you can choose whether to send us your username and password or to send monthly statements.

If you choose to share, we can log in and pull statements without interrupting you if you add UniFi as an additional phone number for two-factor authentication. To do so:

1. Log in and click on your name in the top right of the page
2. Click “Profile”
3. Under “Phone”
   1. Add us as a Work number: 661-295-4658
   2. Make sure “Automated calls and texts are allowed” is set

Discover does not have a view-only access user, so you can choose whether to send us your username and password or to send monthly statements. Please add 661-295-4658 as an additional number to your account or add our UniFi email (see Onboarding Email for info) as an additional email address so we can pull statements without asking you for the passcode.

Citibank does not have a view-only access user, so you can choose whether to send us your username and password or to send monthly statements.

Contact the bank/credit card institution and ask whether view-only access for online banking is possible.

• If so, please add UniFi as a user (see Onboarding Email for info)
• If it is not, send monthly statements for that account