Citibank
Overview
To securely access your Citibank business banking transactions, we'll need you to add us as a user on your account with view-only access. This lets us see your account activity and statements without the ability to make any changes or transactions. Setup takes about 10 minutes.
What You'll Need
A business Citibank account
Authorized user for account
/client/ in your browser's address bar when you're logged into Bench. For example, if your URL is app.bench.co/client/33248/..., your Bench ID is 33248. If you're unsure, your bookkeeper can provide it.
Setup Instructions
3. Add User account and enter the following details
- Name: Bench Accounting
- Email: thirdpartylogins+business.name@bench.co
- Phone number: (650) 466-0173
- User Name: Bench[benchID]
- bench*(your Bench ID)* — for example, bench33248
- View balances
- View/download statements
- View transactions
- Export activity to accounting software
- Wires
- ACH payments
- Bill pay
- User management
- Security/profile changes
7. Message your bookkeeper to let them know this has been completed as the email invite link is not a monitored email.
What To Expect After Setup
Once you send the invitation, our team will receive and accept it — typically within one business day. You'll see Bench Accountant listed under your Account Managers once we've accepted. We'll only have view-level access to statements and checks.
Troubleshooting
Cannot add authorized user
You are only allowed five authorized users. You may have hit your allowed limit
I'm not sure what to use for the email address.
Replace your.business.name with your actual business name, no spaces. For example, if your business is Maple Goods, the email would be thirdpartylogins+maple.goods@bench.co. Your bookkeeper can confirm the exact format.
Related Resources
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