KNOWLEDGE BASE

How do I add a Shared access user?

Shared Access lets you give another person read-only access to your accounts in online banking. You get to choose which ones they can see. And if you are a business or Wealth Management customer, you can grant certain transactional privileges too.
See also: What can a Shared Access user see and do?

Before you begin, you'll need the following information for the Shared access user:

  • First and last name
  • ZIP code
  • Email address
  • Mobile phone number
    Note: Landlines and VOIP numbers cannot be used. 

To add a Shared access user using online banking and the U.S. Bank Mobile App

  1. Online banking: Select Profile & Settings, choose Login preferences, then select Manage within the Shared access tile.
    U.S. Bank Mobile App: Open the main menu and select Manage accounts, then choose Manage shared accounts.
  2. On the Manage Users page, choose Add User.
    Optional: You can choose to get your Shared access documents electronically here.
  3. Enter the user's first and last name.
  4. Determine how the user will log in, then select Continue.
    • Use their existing usbank.com login to view my shared accounts on their dashboard: For this choice, provide the user’s username and ZIP code.
    • Create a new usbank.com username for them:
      • For this choice, enter the user’s email address and mobile phone number.
      • If you want to give Shared access to an authorized user, use this selection.
  5. Select the accounts the user can view, then Continue.
    • Any reserve line of credit associated with a checking account won’t be displayed to the user.
    • Business or Wealth Management customers can select optional transactional privileges during this step.
  6. Verify or choose how Shared access documents will be delivered.
  7. Review the Terms and Conditions. If you agree, mark the checkbox and select Submit.

More information

  • The invited user must accept or decline the invitation within 72 hours (three business days).
  • If the invitation expires, send a new invitation to provide access.

To freely explore our digital banking services without using your own account, visit our Digital Banking Simulators page. If you'd like a step-by-step tutorial on how to use a specific service or feature, check out our Digital Explorer page.