KNOWLEDGE BASE

How do I accept a Shared Access invitation and complete enrollment?

If you've received a Shared Access invitation, follow these steps to complete enrollment.
Note: The invite is valid for 72 hours and can be accepted using mobile or online banking.

  1. Open the email and select Accept.
  2. Provide the following information:
    • Username provided in the invitation
    • Last name of the person who sent it
    • Your mobile phone number
    • Your email address
  3. Select Send code to send it to the mobile phone number. Then enter the passcode provided.
  4. On the Welcome screen, select Continue and enter your personal information.
  5. Create a password and re-enter it for confirmation, then select your security preferences.
  6. Review the E-SIGN Consent Agreement. Once accepted, it will complete the enrollment to access mobile and online banking.

Shared accounts are displayed on your dashboard, grouped by the account owner who delegated access.