How To: Add an Account Manager to AMEX
TO ADD AN ACCOUNT MANAGER
The following are step by step instructions for your clients on how to add you (as their bookkeeper) to their American Express account as an Account Manager.
1. Login to Amex and click the Account Manager menu item on the top menu bar of your screen
2. Click Manage Other Users
3. Click Add or Remove Account Managers
4. Enter Your Pin
5. Complete Two-Step Verification
6. Select your Access level. <Insert your Firm Name> only needs Limited Access. Please send all Account Manager requests to <Insert your Email>.
7. Voila you are done! Please be sure to email us once you have sent out the account manager email so we can be on the look out for it.
Note: We do our best to stay current, but we can’t control changes made by other companies and government agencies [3rd parties]. When it comes to any how-to docs, we recommend you verify the information before sending out to your clients.