Setting up a third-party login to your Hancock Whitney Account(s) gives your Bench bookkeeping team view-only access. This allows your bookkeeper to download statements and view check details on your behalf so you don't have to manually upload them each month.

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• A Hancock Whitney Bank Business online account
• Access to the account owner's login credentials
• Admin-level permissions to add authorized users

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Start here:

Hancock Whitney Online Banking

1. Sign in to your business online banking account.

2. Go to settings “Manage Users”

3. Choose:

• Add User

• New User

• Authorized User

• Enter our information:

- Name: Bench Accounting

- Email: thirdpartylogins+business.name@bench.co

- Phone Number: 650-466-0173

4. Set permissions, common permissions are:

- View balances

- Download transactions

- Export statements

Once you've finished the steps above, please let your team know via the Bench app message feed. We will log in and finalize the connection — typically within one business day.

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1. “I don’t see Add User / User Management”

This is the most common issue.

Possible causes:

• You’re using a personal account instead of business online banking
• Your profile is not the primary administrator
• Treasury Management services are not enabled

Fix:

• Call support and ask them to enable:
  • “Business user administration”
  • “Treasury Manager”
  • or “sub-user access”

Hancock Whitney Business Banking Support

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2. Bench never receives the invite email

Common causes:

• Spam/junk filtering
• Corporate email firewall
• Typo in email address

Fixes:

• Resend the invite
• Use a different email (Gmail often works for testing)

Hancock Whitney Online Banking

For direct support:

Hancock Whitney Contact Page

When you call, ask specifically for:

“How do I create a separate online banking user for my bookkeeper with limited permissions?”

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