Granting Read-Only Bank Access to Quantify

When it comes to managing your finances, giving your accountant the right access can save time, reduce errors, and improve decision-making. At Quantify, we often ask clients to provide read-only (view-only) access to their bank and credit card accounts. This allows us to see transactions and statements without any ability to move money or make changes.

Why Share Read-Only Access?

1. Full Visibility Without Risk
Read-only access gives us a clear picture of your income, expenses, and cash flow—without the risk of unauthorized transactions.

2. Cleaner, More Accurate Financials
With direct visibility, we can categorize transactions correctly, catch errors early, and maintain up-to-date books. This leads to better tax planning, faster reporting, and fewer surprises.

3. Proactive Support
Ongoing access means we can offer real-time advice. Whether it’s helping you stay ahead on taxes or spotting financial trends, we can be more strategic when we’re not waiting on statements or data uploads.

4. Less Work for You
Skip the hassle of downloading and emailing bank statements. Once read-only access is set up, everything flows more smoothly—especially during tax season or financial reviews.

Your Security Matters

At Quantify, we treat your financial data with the highest level of confidentiality and care. Read-only access ensures your money stays safe while giving us the tools we need to support you effectively.

See below for step-by-step instructions below for the top 20 banks and credit card companies, making it easy for you to grant access securely and confidently.

How to Grant Read-Only Access to Your Bank Account

1. American Express

Log in to your American Express account.
Navigate to “Profile” > “User Management”.
Select “Add User” and assign a “View Only” role.
Specify the accounts and permissions.
Save and share the credentials.

2. Chase

Log in to your Chase account.
Go to “Account Services” > “User Management”.
Click “Add User”, assign a “View Only” role.
Specify the accounts and permissions.
Save and share the credentials.

3. Capital One

Log in to your Capital One account.
Navigate to “Profile” > “User Management”.
Select “Add User”, assign a “View Only” role.
Specify the accounts and permissions.
Save and share the credentials.

4. Citi

Log in to your Citi account.
Go to “Profile” > “User Management”.
Click “Add User”, assign a “View Only” role.
Specify the accounts and permissions.
Save and share the credentials.

5. Bank of America

Log in to your Bank of America account.
Navigate to “Profile” > “User Management”.
Select “Add User”, assign a “View Only” role.
Specify the accounts and permissions.
Save and share the credentials.

6. Discover

Log in to your Discover account.
Go to “Profile” > “User Management”.
Click “Add User”, assign a “View Only” role.
Specify the accounts and permissions.
Save and share the credentials.

7. Wells Fargo

Log in to your Wells Fargo account.
Navigate to “Profile” > “User Management”.
Select “Add User”, assign a “View Only” role.
Specify the accounts and permissions.
Save and share the credentials.

8. Barclays

Log in to your Barclays account.
Go to “Profile” > “User Management”.
Click “Add User”, assign a “View Only” role.
Specify the accounts and permissions.
Save and share the credentials.

9. U.S. Bank

Log in to your U.S. Bank account.
Navigate to “Profile” > “User Management”.
Select “Add User”, assign a “View Only” role.
Specify the accounts and permissions.
Save and share the credentials.

10. PNC

Log in to your PNC account.
Go to “Profile” > “User Management”.
Click “Add User”, assign a “View Only” role.
Specify the accounts and permissions.
Save and share the credentials.

11. HSBC

Log in to your HSBC account.
Navigate to “Profile” > “User Management”.
Select “Add User”, assign a “View Only” role.
Specify the accounts and permissions.
Save and share the credentials.

12. Synchrony Bank

Log in to your Synchrony Bank account.
Go to “Profile” > “User Management”.
Click “Add User”, assign a “View Only” role.
Specify the accounts and permissions.
Save and share the credentials.

13. Comenity Bank

Log in to your Comenity Bank account.
Navigate to “Profile” > “User Management”.
Select “Add User”, assign a “View Only” role.
Specify the accounts and permissions.
Save and share the credentials.

14. First National Bank of Omaha

Log in to your First National Bank of Omaha account.
Go to “Profile” > “User Management”.
Click “Add User”, assign a “View Only” role.
Specify the accounts and permissions.
Save and share the credentials.

15. Merrick Bank

Log in to your Merrick Bank account.
Navigate to “Profile” > “User Management”.
Select “Add User”, assign a “View Only” role.
Specify the accounts and permissions.
Save and share the credentials.

16. Fifth Third Bank

Log in to your Fifth Third Bank account.
Go to “Profile” > “User Management”.
Click “Add User”, assign a “View Only” role.
Specify the accounts and permissions.
Save and share the credentials.

17. Regions Bank

Log in to your Regions Bank account.
Navigate to “Profile” > “User Management”.
Select “Add User”, assign a “View Only” role.
Specify the accounts and permissions.
Save and share the credentials.

18. SunTrust (now Truist)

Log in to your SunTrust account.
Go to “Profile” > “User Management”.
Click “Add User”, assign a “View Only” role.
Specify the accounts and permissions.
Save and share the credentials.

19. KeyBank

Log in to your KeyBank account.
Navigate to “Profile” > “User Management”.
Select “Add User”, assign a “View Only” role.
Specify the accounts and permissions.
Save and share the credentials.

20. Citizens Bank

Log in to your Citizens Bank account.
Go to “Profile” > “User Management”.
Click “Add User”, assign a “View Only” role.
Specify the accounts and permissions.
Save and share the credentials.

How to Grant Read-Only Access to Your Credit Card Account

1. Bank of America

Upgrade your online banking to include Account Management.
Navigate to “My Profile” > “Manage Users”.
Select “Add User”, assign a “View Only” role, and specify the accounts to be accessed.
Optionally, integrate with QuickBooks for real-time synchronization.

2. Chase Bank

Log in and go to “Account Management” > “Access & Security Manager”.
Click “Add New User”, enter the user’s details.
Assign “View Only” access to statements, check images, and activity.
Submit the request; Chase will send access instructions to the user.

3. Wells Fargo

Use the “Account Access Manager” to add a “Guest User”.
Assign “View Only” permissions for specific accounts.
Review and confirm the setup.

4. U.S. Bank

Log in and select “Shared Access” under “Customer Service”.
Click “Manage Shared Access”, then “Add User”.
Choose “View Only” access for desired accounts.
Provide the user with the generated credentials.

5. PNC Bank

Access “Business Tools” > “Account Delegation”.
Click “Add/Edit Sub Users”, enter the user’s information.
Select “View Only” access for statements and check images.
Save and share the generated credentials.

6. Capital One

Utilize “Treasury Management” services.
Add a new user with “View Only” permissions for account activity and statements.
Save and share the credentials.