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

  1. Open the main menu.
  2. Select Manage accounts.
  3. Select My shared accounts.
  4. Select the user’s name.
  5. 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