Documentation Index
Fetch the complete documentation index at: https://docs.waycore.com/llms.txt
Use this file to discover all available pages before exploring further.
Overview
BMO Bank (US) allows you to grant access to your accounts by creating a User. This is done through Online Banking for Business, where you can:- add a new user with their own login credentials
- choose which accounts they can access
- define what they are allowed to see and do, such as viewing statements or accessing account information
Bank terminology
| Concept | BMO Bank (US) term |
|---|---|
| Delegated user | User |
| Admin | Primary Customer Administrator (PCA) |
Setup steps
1. Navigate to user management
1. Navigate to user management
2. Create user
2. Create user
On the “Create User” page, enter the user’s information:
| Field | Notes |
|---|---|
| User ID | Required |
| Name | Required |
| Required |
Our team will provide the exact details to use for this user. Please enter them exactly as provided to ensure the setup completes successfully.
3. Configure service entitlements
3. Configure service entitlements
In the
Service tab, add the following entitlements:| Setting | Recommended |
|---|---|
| eStatements- Account Statements | ✅ |
| Account information | ✅ |
| Report Entitlement | Standard |
| Reports | Standard |
| Alerts | No |
4. Assign account access
4. Assign account access
In the
BMO Accounts tab, select each of your BMO accounts and assign the entitlements:- eStatements - Account Statements
- Account Information
Important notes
Use one user per account if separate connections are required.