PNC Bank Setup Instructions v2

PNC offers a third party account for business accounts but we cannot automate accounts with those credentials. Please review your Ceterus home page and complete the connection request for PNC Bank. Below are instructions to set up a user account for Ceterus that will give us access to bank statements for reconciliation.

PNC Third Party Account

PNC Bank offers a sub-user to access business accounts. Please use the contact information below to setup a login.

1. Log in to PNC Bank

2. Select Business Tools,

3. Select Account Delegation

4. Select Add Sub User

5. Insert the following information:
   First Name: Ceterus
   Last Name: Bookkeeping
   Email: access@ceterus.com
   Phone: (716) 352-2759

6. On the Grant Access page, select Set up new account entitlements for this sub user

7. Click Next

8. Select the checkbox beside Accounts to provide access to view account activity

9. Click Next

10. Select all applicable business accounts to provide access 

11. Check the boxes to provide access to Online Statements and View Images of checks

12. Click Next

13. Review the information and Save

14. Return to Ceterus home page to provide the 8 digit Invitation Code that PNC provides.