KNOWLEDGE BASE

How does a shared access user enroll if they don't have a username?

In the process of creating the email invitation, there's a choice on how the user logs in.

The owner chooses to utilize the person’s existing username or create a new one. By choosing to create a new one, a username can be generated.

Once received, the shared access user follows 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
    • User's mobile phone number
    • User's 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 the user enters their personal information.
  5. Create a password and re-enter it for confirmation, then select security preferences.
  6. Review E-SIGN Consent Agreement. Once accepted, it will complete the enrollment to access mobile and online banking.