Last Verified: April 10, 2026
Confidence Level: High
Confidence Level: High
Overview
First Republic Bank allows you to grant access to your accounts by creating a Insufficient Data. This is done through First Republic Corporate Online (Defunct), 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 balances or initiating payments
Bank terminology
| Concept | First Republic Bank term |
|---|---|
| Delegated user | Insufficient Data |
| Admin | Insufficient Data |
Setup steps
1. Navigate to user management
1. Navigate to user management
2. Create user
2. Create user
Click
Insufficient Data.Enter the user’s details:| Field | Notes |
|---|---|
| Legal First Name | Required |
| Legal Last Name | Required |
| User ID | Required |
| Email Address | Required |
| Phone Number | Required |
| Create a temporary password | 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. Assign account access
3. Assign account access
Select the account or accounts this user should access.This must be done for each account individually. If skipped, the user will not see any accounts.
4. Configure permissions (critical)
4. Configure permissions (critical)
| Setting | Recommended |
|---|---|
| Access level | Insufficient Data |
| Balances | ✅ |
| Transactions | ✅ |
| Statements | ✅ |
| Payments (initiate) | ❌ |
| Approvals | ❌ |
| Daily limits | Set as appropriate |
The above example corresponds to
read only functionality. If you want to enable Waycore to draft transactions on the portal, you should enable payments, approvals, and limits correspondingly.5. Finalize
5. Finalize
Review the setup and click
Insufficient Data to complete.Important notes
Use one user per account if separate connections are required.