1. Log in to First Horizon

2. Navigate to the setting icon in the top right (little person)

3. Select "User Management" and "Add new user"

4. Enter required information

• First name: Flow

• Last name: Finance

• Email: Please use your account specific FlowFi email address!

• UserID: Please use the userID provided by the FlowFi team!

• City: West Los Angeles

• State: California

• Zip code: 90025

• Phone Number: 310-876-2272

5. Click on "Custom Entitlement"

6. Select the business accounts > custom access > statements & documents (we don't need access to anything else!)

7. Click on Finish