So I openned a checking/savings account for my small corp. last summer at Wells Fargo. The account appeared on my personal page and I didn't think too much about it as I wasn't ready to really transact a lot of business at that time. I am getting ready to start using the business and I applied for a credit card. Now that I was approved for the card I notice I never received anything about creating a second unique log on just for my corp. that is under its own tax id.
I called to get this set up and I was told that Wells did away with separate log ons a few years back and now all accounts you are tied to will show up under one log on.
I was concerned about new lending platforms and how they want to tie into your accounts to see revenue and expenses (plaid) and I was told that I should just set up a second limited user access log on for that and specify what accounts I want that user ID to have access to.
Did they do this because they got caught opening accounts for people and this was a way for someone to see all the accounts they have at Wells?
