Setting up a third-party login for Lending Club Bank gives your Bench bookkeeping team view-only access to your Lending Club Bank Account(s). 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 Lending Club Bank Business online account
• Access to the account owner's login credentials
• Admin-level permissions to add authorized users

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1.Log in to your Lending Club Bank online banking account.

2. Select the gear icon in the top right corner and select 'Access Manager' from the dropdown menu.

3. Click the 'Add a New User' button to the right of the new screen.

4. Enter the following credentials:

First Name: Bench

Last Name: Bookkeeping

Email: Thirdpartylogins+business.name@bench.co

Phone Number: (650) 466-0173

5. Select the 'Viewer' Access Level.

6. Select 'Send Invite' at the bottom of the page.

7. Log out of your Lending Club Bank account

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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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If the invitation email never arrives:

Then resend the invite from:

• Access Manager
• User Management
• Additional Users

If the invite link says expired:

Many banking invite links expire quickly.

Usually, the fix is:

1. Delete the pending user
2. Recreate the user
3. Send a fresh invitation

If we can’t see statements:

This is the most common permission issue.

Verify:

• They were assigned Viewer role
• Statement access was included
• The account itself is selected under permissions
• The statement period has already generated

Sometimes the user can:

• See transactions
• But not PDFs

If so, the admin may need to toggle additional document permissions.

• Login: LendingClub

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