To ensure we can access your BBVA USA Business banking statements and check images accurately and securely, we'll need you to set up an authorized user on your account. This gives our team view-only access to your account activity and statements, nothing more. It's a one-time setup that typically takes about 10 minutes.

The business owner generally needed:

• Administrator
• Company Administrator
• or Treasury Management Admin rights

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1. Sign into BBVA USA Online Banking

2. Navigate to the navigation bar on the right side of the screen and click ‘Service Centre,’ then click ‘Entitlement’.

3. Enter the following credentials to add a user:

Name: Bench Accounting

UserID: bench[benchID]

Your Bench ID is the number that appears after /client/ in your browser's address bar when you're logged into Bench. For example, if your URL is app.bench.co/client/12345/..., your Bench ID is 12345, and you'd enter bench12345.

Email: thirdpartylogins+business.name@bench.co

Please replace business.name in the email with your actual business' name.
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Password: B00ks$2023

4. For type of Entitlement, choose ‘Secondary Administrator’ which is the view only permission.

5. Set permissions.

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After setup, the accountant would normally receive:

• separate login credentials
• MFA/token enrollment
• restricted online access

The accountant could usually:

• view balances
• review transactions
• download statements
• export CSV/QBO/OFX files
• access reporting tools

But would NOT be able to:

• initiate wires
• approve ACH payments
• transfer money
• manage users
• modify security settings

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User can log in but cannot see statements

Very common.

Usually caused by:

• account visibility enabled
  but
• reporting/eStatements permission missing

The admin often had to separately enable:

• statements
• reporting
• export/download permissions

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User sees balances but not all accounts

BBVA USA permissions were frequently:

• feature-based
  AND
• account-based

Admins needed to individually assign:

• each checking account
• each savings account
• each loan/credit account

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