Setting up a third-party login gives your Bench bookkeeping team view-only access to your OnPoint Credit Union portal. This allows your bookkeeper to download statements and transaction details on your behalf so you don't have to manually pull and upload them each month.

• Access to your On oint Credit Union Bank Account, with permissions to Add Users

• Your Bench ID — this 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/33248/..., your Bench ID is 33248. If you're unsure, your bookkeeper can provide

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1. Log into OnPoint Credit Union online banking

2. Select “Add User”

3. Enter the following credentials:

Username: bench[BenchID]

Password: B00ks$2026

Email: thirdpatylogins+your.business.name@bench.co

4. Send an Invite

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Once your bookkeeper confirms access, they'll be able to pull your OnPoint reports directly, no action needed from you going forward. If anything changes with your Boeing account (such as a password update or a change in permissions), let your bookkeeper know so they can adjust accordingly

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.

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