KNOWLEDGE BASE

How do I add a Shared Access user?

Shared Access offers a few things. You don’t need to share login information because each person has their own. You can control who sees what, and what they can do. Everyone can see the accounts to monitor activity.

If you haven't enrolled in Shared Access before, you'll be prompted to do so before continuing with this process. Shared Access users must be at least 18 years old.

To add a Shared Access user using digital banking

  1. Online banking: Select Profile & settings, choose Login preferences, then select Manage from the “Shared Access” tile.
    U.S. Bank Mobile App: Open the main menu and select Manage accounts, then choose My shared accounts
  2. Select Add User. Provide the Shared Access user’s first and last name.
    • Personal profiles: Choose one of the following options, then select Continue.
      • Use their existing usbank.com login1. You’ll need their username and ZIP code.
      • Create a new usbank.com username2. Provide the user’s email address and phone number.

Note: To give an authorized user access to accounts, including the credit card they’re on, choose “Create a new usbank.com username”.

    • Business profiles don’t have the option of granting Shared Access to an existing username. You’ll be directed to provide the user’s email address and phone number.
  1. Optional: If you would like to go paperless, you can sign up for electronic documents for Shared Access.
    • Select Yes please, then Submit to go paperless during setup. 
    • If you want to receive paper notices, select No, I'd prefer paper documents.  
  1. Choose which accounts the user can access by marking the check box(es).
    • For each account selected, choose View Only or Transactions allowed
    • Select Learn More for details about access types.
  2. Review the terms and conditions, then select Submit.

A confirmation page will appear. Advise the user to accept the invitation before it expires in 72 hours. If it does expire, a new invitation needs to be sent.

1Use their existing usbank.com login 
For this choice, it lets the user accept multiple invitations and keep their existing username. We will send the invitation to the email address they have on file with us.

2Create a new usbank.com username
We’ll assign a username specific to that email invitation. This creates a “blank” digital banking profile. Providing their email address tells us where to send the invitation and add it to this new profile. We also need their phone number because they cannot use digital banking without one on file.