The steps below are to setup a third party user for Ceterus to access your Key Bank accounts.
- Log in to Key Bank
- Click Manage Access
- You may have to verify yourself with a one-time passcode to proceed
- On the next page, click Add New Sub-User
- Use the following contact information to create a sub-user:
- Name: Ceterus Bookkeeping
- Email: access@ceterus.com
- Phone: 269-359-7621
- SSN: 262418428
- DOB: 01/01/1980
- After all required information has been supplied, click Next
- Grant Ceterus access to all of the following options:
- All bank accounts, credit cards, and loans associated with your business
- The ability to view check images and statements
- Create a username and password (with no punctuation) that Ceterus will use
- Save
- Return to Edge to provide the username and password you created
Comments
Article is closed for comments.