Key Bank Setup Instructions v2

Key Bank offers automation for Ceterus to collect bank transactions and statements. Please review your Ceterus home page and complete the connection request for Key Bank.

Optionally, Key Bank offers a third party user account for business accounts as well. If you’d like to set up this account, please let your Activation Coordinator know so we can obtain our log in credentials.

Sub User Account Setup

Below are instructions to set up a user account for Ceterus that will give us optional access to bank statements for reconciliation.

1. Log in to Key Bank

2. Click Manage Access

3. You may have to verify yourself with a one-time passcode to proceed

4. On the next page, click Add New Sub-User

5. Use the following contact information to create a sub-user:

   1. Name: Ceterus Bookkeeping

   2. Email: access@ceterus.com

   3. Phone: 269-359-7621

   4. SSN: 262418428

   5. DOB: 01/01/1980

6. After all required information has been supplied, click Next

7. Grant Ceterus access to all of the following options:

   1. All bank accounts, credit cards, and loans associated with your business

   2. The ability to view check images and statements

   3. Create a username and password (with no punctuation) that Ceterus will use

8. Save

9. Return to Ceterus to provide the username and password you created.