BofA Read Only Access: A Quick Guide for Uplinq

Uplinq's guide on how to utilize Bank of America's Account Permissions for delegating account access without compromising security
To manage the Bank of America's Read Only Access feature, please complete the following steps.

  1. Go to
  2. Select the Small Business tab
  3. Select Account Permissions
  4. Select Add new user
  5. Enter the new user’s details then select OK
  6. First Name: Uplinq
  7. Last Name: Bookkeeping
  8. Email:
  9. On the left-hand side select Account & Services (or, select the Continue to Accounts & Services button)
  10. Select which services the user will have access to.
  11. Provide Uplinq with Read-Only or View Access

If you have any questions or need assistance with this process, please contact and your UPLINQ point of contact. Thank you for your efforts and patience!