In order to track and analyze your finances and provide you an at-a-glance dashboard of your finances, your team needs access to your existing accounts. Follow the instructions below from Wells Fargo to allow inDinero to download your account activity, or watch this walk-through.
Log into your account.
Click Add/Manage Guest Users from the Account Services drop-down menu.
Click the Manage Guest Users link located under the Account Access header.
Use the information below to create a Username/ Password.
- First Name
- Last Name
- Email Address
(e.g. if your company name is Evolve Enterprises, the email will be firstname.lastname@example.org)
(e.g. if your company name is Evolve Enterprises, the online ID should be Evolveenterprises8)
Please create a secure password of your choice. Here, indinero8 is an example.
Select View Only access level for every company account and press submit.
Please make note of the credentials you created and upload it to Client Uploads in your dashboard.