KNOWLEDGE BASE

How do I add a Shared Access user?

Add a Shared Access user in just a few moments. Here's handful of things to know when adding a Shared Access user:

  • An email invitation will be sent to the new users.
  • The invitation needs to be accepted within 72 hours, otherwise a new invitation is required.
  • A mobile phone number is required for the Share Access user.
  • They don't have to bank with U.S. Bank to be a user.
  • The Shared Access users must be at least 18 years of age.

To learn more about Shared Access, see: What can a Shared Access user see and do? If you'd like to continue with adding a new user, here's how:

How to add a Share Access user in online banking   

  1. Select Profile & settings at the top of the page, then select Manage profile & settings.
  2. Choose Edit login preferences from Login preferences. Then choose Manage to the right of Shared Access
  3. Select Add user to enter the Shared Access user's first and last name. 
  4. Choose how you want them to view your account by selecting the applicable radio button.
    1. Use their existing usbank.com login to view my shared accounts on their dashboard.
      • Select this radio button if the person has enrolled digital banking and has a username. You'll need their username and zip code. 
      • Since they have a digital profile with us, they can accept multiple invitations and keep their existing username. 
    2. Create a new usbank.com username for them.
      • Select this radio button if they don't have a username, haven't enrolled in digital 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.
  1. Select Continue, to choose which accounts they'll have access to. Select the accounts and then choose Continue to review the confirmation screen.
  2. Review the Terms and Conditions, then select Submit to send the invitation.

How to add a Share Access user in the U.S. Bank Mobile App  

  1. Open the main menu and select Manage accounts
  2. Choose My shared accounts, then select Add User.
  3. Enter the Shared Access user's first and last name. 
  4. Choose how you want them to view your account by selecting the applicable radio button.
    1. Use their existing usbank.com login to view my shared accounts on their dashboard.
      • Select this radio button if the person has enrolled digital banking and has a username. You'll need their username and zip code. 
      • Since they have a digital profile with us, they can accept multiple invitations and keep their existing username. 
    2. Create a new usbank.com username for them.
      • Select this radio button if they don't have a username, haven't enrolled in digital 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.
  1. Select Continue, to choose which accounts they'll have access to.
  2. Select the accounts and review the Terms and Conditions, then select Submit to send the invitation.