1. Navigate to https://bank.truist.com/web/home

  2. Once logged in, click "Profile" at the top right corner.

Create Truist Third Party User with View-Only Access - Step 2.png

  1. From the menu that open up, click "Business admin"

Create Truist Third Party User with View-Only Access - Step 3.png

  1. From the manage users page, click "Add user"

Create Truist Third Party User with View-Only Access - Step 4.png

  1. Enter the following details in the fields:

Create Truist Third Party User with View-Only Access - Step 5.png

  1. The user ID is up to you. We recommend something simple like CeterusYOURLASTNAME, Ex: CeterusJones

Create Truist Third Party User with View-Only Access - Step 6.png

  1. The temporary password is also up to you. We recommend something simple like WelcomeCURRENTYEAR! Ex: Welcome2024!

Create Truist Third Party User with View-Only Access - Step 7.png

  1. If you want to ensure you have typed the temp password correctly, click the eye icon. It should have a line though the eye.

Create Truist Third Party User with View-Only Access - Step 8.png

  1. Copy and paste the same thing into the "Confirm temporary password" field.

Create Truist Third Party User with View-Only Access - Step 9.png

10. Make note of the User ID and temporary password created. This is what you will provide in the credential request in your Edge account.

11. Click "Continue"

Create Truist Third Party User with View-Only Access - Step 11.png

12. The default option for "Do you want to make this user an admin" should be "No". If it is not, click No.

Create Truist Third Party User with View-Only Access - Step 12.png

13. For access Level, click the drop down menu and choose "View only". If you have a mix of business and personal accounts under your user, choose Custom access and select the appropriate business accounts/cards we need View only access to.

Create Truist Third Party User with View-Only Access - Step 13.png

14. Then click "Continue".

Create Truist Third Party User with View-Only Access - Step 14.png

15. The next page shows a summary of the business accounts we can access. Review to ensure all necessary business accounts and cards have been granted view only access. Then click "Add user".

Create Truist Third Party User with View-Only Access - Step 15.png

16. Return to Edge and provide us with the username and password you created.

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