BMO Harris Bank

Please grant Pilot access to BMO Harris Bank by following the instructions below:

• Log in to your account.
• Go to the "Administration" tab.
• On the Administration menu, click Create User.
• On the "Create User" page, enter Pilot's information:
• User ID: usernamebooks (If different, share new User ID below)
• Name: Pilot Bookkeeper
• Email: username@vip.pilot.com
• In the "Service" tab, add the following entitlements
• eStatements- Account Statements
• Account information
• Report Entitlement: Standard
• Reports: Standard
• Alerts: No
• In the "BMO Accounts" tab
• Select for each of your BMO accounts, the entitlements:
• eStatements - Account Statements
• Account Information.