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
- 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.
- On the Manage Users page, choose Add User.
Optional: You can choose to get your Shared access documents electronically here.
- Enter the user's first and last name.
- 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.
- 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.
- Verify or choose how Shared access documents will be delivered.
- 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.