While US Bank does offer a third party account manager, it does not provide access to the items Ceterus needs to prepare your financial statements. As such, we will send a Plaid connection request to your Action Center for completion to gain access to your Wells Fargo accounts.
There is no immediate action at this time while you work on completing the rest of the Onboarding Portal. However, when you do complete the connection request, this will sync your transaction activity to Edge and should also allow us to automatically pull statements for your accounts.
Please reach out to your Activation Coordinator if you run into any difficulty completing the connection request when the times comes. Thank you!
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