KNOWLEDGE BASE

Managing a Shared Access user.

You can manage Shared Access users by adding or removing accounts they can view, or removing their access completely.

What you can do
You can:

  • Remove a user
  • Add accounts to a user’s access
  • Remove accounts from a user’s access

Manage a Shared Access user in the U.S. Bank Mobile app

  • Open the main menu.
  • Select Manage accounts.
  • Select My shared accounts.
  • Select the user’s name.
  • Choose one of the following:
    • Update the accounts they can view
    • Scroll down and select Unenroll Shared Access to remove access completely

More information

Wealth Management customers and business account owners can:

  • Set permissions, such as view-only or transaction access
  • Choose which accounts to share
  • Set daily transaction limits

Business account owners can also allow access to:

Statements

  • Delegates can view full statements, including full account numbers
  • Delegates can see all past statements

Mobile check deposit

  • Delegates can view deposit limits and history
  • Delegates cannot deposit checks