What we think

May I link more than one of my accounts at Access Online?

by Peter J. Creedon

Yes. Linking your accounts through Access Online enables you to view your accounts with different account holders, under one Access Online username and password. This may also be used to provide a third party (bookkeeper, CPA) access to view your accounts online.


Here’s how:

There are two ways of linking accounts in Access Online. 1) The first happens initially when you set up your User ID and Password. You are then able to add all your accounts under your Social Security Number. 2) Secondly, you can fill out an Account Linking Application after establishing a User ID and Password for at least one account to manually link additional accounts. All authorized signers to your accounts being added must sign the Account Linking Application. Email us at: info@crystalbrookadvisors.com if you have any questions.