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

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PNC Business Online Banking typically lets you add users with custom permissions:

1. Sign in to PNC Business Online Banking.

2. Go to Administration / Users & Access (wording may vary).

3. Select Add User or Invite User.

4. Enter our Information:

• Name: Bench Accounting

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

• Phone Number: 650-466-0173

5. Assign a role:

• Accountant / View-only access (click 'online statements')

6. Send the invitation!

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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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1. “I don’t see user access / invite option”

This is usually one of these:

• You’re logged into a personal account instead of business banking
• Your account doesn’t have admin permissions
• Your business package doesn’t include multi-user access

Fix: Try logging in as the primary admin user, or call PNC to confirm your plan supports additional users.

2. Invitation email never arrives

Common causes:

• Email went to spam/junk
• Typo in the bookkeeper’s email address
• Corporate firewalls blocking PNC emails

Fix:

• Re-send invitation
• Whitelist PNC emails
• Double-check spelling carefully (this is the most common issue)

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• PNC Business Online Banking & Bill Pay overview
  (Overview of features like adding users, bill pay, transfers, and account access)
• PNC Business Online Banking customer service
  (Main support hub if you get locked out or need help with permissions)

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