Third-Party Access


What is Third-party Access? 

Every person using our logged in system is required to have their own username, even if they are taking actions for another customer.

Note: A power of attorney must use third-party access to gain access to a client's information. 

Third-party access provides a secure and convenient way for users to manage accounts for other businesses. Both parties must work together to establish this access. First, a user must request third-party access from a customer. Second, the customer must approve or deny this access request.   

When is this needed?

It depends on your relationship with the business whose accounts you manage.

Your business relationship Need third-party access?
Owner or employee of the business No (Use your e-Services username for the business)
Managing accounts for a separate business (client) Yes (Request access for each business you manage)

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