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Onboarding 101

How to Add a User to Your Frost Bank Account

The reason we need this is to be able to download statements, view checks as needed, as well as obtain financial summary reports to be able to agree Frost to the financials. We will not touch any other store data or have access to move money around. This also allows us to connect Frost to the accounting system and reconnect as necessary.

  1. Log into your Frost bank account
  2. Navigate to your user settings
  3. Add a read-only user
  4. Please use "Joshua Hall" and feel free to assign any username you would like

And you are done! We’ll take it from there.

Thank you!
J. Hall and Company