1. Log in to SVB

2. From the left menu bar select Administration and then Manage Users

3. Click the Add User button located on the top right side of the screen

4. Fill in required information

First name: Flow

Last name: Finance

Email: Please use your account specific FlowFi email address!

Phone Number: 310-876-2272

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

Please also share your Company ID with the team

5. Add us in with viewing access and send!