Before you begin
You'll need the shared access user's:

• First and last name
• Email address
• Phone number

Add a shared access user using online banking

1. Select Profile & Settings.
2. Select Login preferences.
3. Under Shared access, select Manage.
4. On the Manage Users page, select Add User.
5. Enter the new user's:
   • First and last name
   • Email address
   • Phone number
6. Select Continue.
7. If the person already uses U.S. Bank online banking, they can use their existing username to access shared accounts.
   Note: If you're giving Shared Access to an authorized user, select Create a new usbank.com username during setup. Shared accounts will appear as Shared Access accounts, not authorized-user accounts.
8. Select the accounts the user can access, then Continue.
9. For each selected account, choose an access level:
   • View only: The user can view account information but cannot make transactions.
   • Transactions allowed: The user can view account information and perform eligible transactions.
   • Select Learn more for additional details about each access level.
10. Choose how documents will be delivered:
    • Select Yes please to enroll in eDocuments and receive documents electronically.
    • Select No, I'd prefer paper documents to continue receiving paper notices.
11. Select Submit.

More information

• A confirmation screen will appear after you submit the invitation.
• The invited user must accept or decline the invitation within 72 hours (3 business days).
• If the invitation expires, send a new invitation to provide access.