Wells Fargo Bank

Please grant Pilot access to Wells Fargo Bank by following the instructions below.

• Log in to your account.
• Click on the Security & Support tab.
• Hover near "Protect your account", and select Use account access manager.
• On the "Account Access Manager" page, click on the Guest user tab.
• Please add Pilot as a guest user with the following information:
• First name: Pilot
• Last name: Bookkeeper
• Email: username@vip.pilot.com
• Username (case sensitive): usernamebooks
• Note: We cannot change this password, so please pick something secure.
• Account access: Select the View Only access level for every account for your entity.
• Click Submit.