1. Log in to First Republic
2. Navigate to the "Setup" tab in the bottom left side of the screen
3. Select "Manager Users" and "Add 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!
Phone Number: 310-876-2272
5. Select relevant permissions -> Account Inquiry Permissions -> Documents -> Balance Inquiry Permissions -> Statements and Reporting Permissions
6. Click save and finish
7. Send us your Company ID required at login
*Use the provided alias email when prompted, replacing customername@flowfi.com with the specific email we’ve shared with you.