Add Flow to your First Republic Bank (FRB) Account

How to Add Flow To your First Republic Bank fund account.

The following article provides instructions on how to add Flow as a user to your fund's First Republic Bank (FRB) corporate account. This is needed as a part of the fund administration process. 

HOW TO LINK A NEW ACCOUNT TO AN EXISTING SUB-USER:

Please find instructions on how to LINK a new account to an existing sub-user ID here. Please note this is for view-access only:
 
Since SUBUSER has a sub-user already on the  COMPANY ID profile you will just need to complete the following steps to grant them access to the requested account:

Please see below for the steps you need to complete to add the needed accounts to SUBUSER ID sub-user profile:

1. Navigate to the “Setup” tab (just above Sign Out)
2. Manage Users
3. Select the SUBUSER ID Sub User
4. Scroll down and click into “Payments and Reporting Accounts”, Select the account you want to grant SUBUSER access to:
   
   SAVE
5. Scroll down and click into “Check Services and Account Assignment”, Select the account you want to grant FLOW access to:
   
   SAVE

Add Flow as an Account User

1. Log into your First Republic Bank Account
2. Select the “Setup” tab on your left-hand side menu 
3. Select “Manage Users” under “Advanced Administration”.
4. Give Access to Flow
   
   
   

   (First time Granting Access)	(Previously Granted Access)
   a. Select  “Add User”	a. Select  "Search User(s)".
   b. Fill in the user information provided below	b. Search for FLOWOPS.
   	c. Select FLOWOPS
   - User ID:   FLOWOPS(no spaces) - Legal First Name:  Abby - Legal Last Name:  Tumbale  - Create a  temporary password	d. Skip to the next step

   

    

5. Provide login credentials to Flow. 
   
   
   

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   Set Permissions to Flow Account
   
   The following steps will give Flow permission to access selected items. Refer to the bottom of the page for a detailed explanation of each selection.
6. Select Administration Permissions
7. Mark the following boxes.
8. Save  
   

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9. Select Account Activity and Stop Payment Permissions
10. Mark the following boxes
11. Save
    

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12. Select Transfer Permissions
13. Mark the following boxes
14. Save
    

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15. Select Balance Inquiry Permissions
16. Mark All Box
17. Save
    

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18. Select Alert Permissions
19. Mark All Box
20. Save
    

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21. Select Statements Permissions
22. Mark the following box
23. Save
    

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24. Select Reporting Permissions
25. Mark the following boxes
26. Save
    

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27. Select Payments and Reporting Accounts
28. Mark StdReports and Wire Activity for relevant accounts
29. Save
    

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30. Select Check Services Account Assignment
31. Mark Account Transfers, Balance Inquiry, Check, Dashboard, and Documents

SaveNote: If additional accounts are added to the profile, you will need to manually grant the additional accounts to your user.

Appendix - Description of Permissions

FRB Contact Information Summary:

• FRB login webpage
• FRB technical support: (800) 221-9777, option 2 (or reach out to your FRB contact)
• Flow accounting/finance questions: accounting@flowinc.com