KNOWLEDGE BASE
How do I add a Shared Access user?
When a Shared Access user is added, an email invitation is sent to them. They need to accept it within 72 hours; otherwise, a new one needs to be sent. Shared Access users have to be at least 18 years of age.
To add a Shared Access user, choose the experience that works best for you:
Online banking steps:
For the best online experience, we recommend logging in at usbank.com.
- Select Customer Service from the top of the page, choose Shared access, then select Add User.
- Enter the Shared Access user's first and last name.
- Choose how you want them to view your account by selecting the applicable radio button.
Use their existing usbank.com login to view my shared accounts on their dashboard:
- Select this radio button if the person has enrolled in mobile or online banking and established a username. You'll also need their zip code.
- Since they have a digital profile with us, they can accept multiple invitations and keep their existing username.
Create a new usbank.com username for them:
- Select this radio button if they don't have a username, haven't enrolled in mobile or online banking, or they're not a customer of U.S. Bank.
- The reason for choosing this option is they don't have a digital profile with us, so we assigned a username specific to that email invitation. Previously assigned usernames can't be used.
- Select Continue, review the confirmation screen, and select Continue once more.
U.S. Bank Mobile App steps:
For the best mobile banking experience, we recommend logging in or downloading the U.S. Bank Mobile App
- Open the main menu and select Manage accounts.
- Choose My shared accounts, then select Add User.
- Enter the Shared Access user's first and last name.
- Choose how you want them to view your account by selecting the applicable radio button.
Use their existing usbank.com login to view my shared accounts on their dashboard:
- You select this radio button if the person has enrolled in mobile or online banking and established a username. You'll also need their zip code.
- Since they have a digital profile with us, they can accept multiple invitations and keep their existing username.
Create a new usbank.com username for them:
- Select this radio button if they don't have a username, haven't enrolled in mobile or online banking, or they're not a customer of U.S. Bank.
- The reason for choosing this option is they don't have a digital profile with us, so we assigned a username specific to that email invitation. Previously assigned usernames can't be used.
- Select Continue, review the confirmation screen, and select Continue once more.