To manage the Bank of America's Read Only Access feature, please complete the following steps.

‍

1. Go to https://www.bankofamerica.com/smallbusiness/
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: accounting@uplinq.com
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 help@uplinq.com and your UPLINQ point of contact. Thank you for your efforts and patience!

‍

‍

‍

‍

‍