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Third-Party Access
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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) |
