Enrolling is Easy
Add a family member or financial advisor to your account in a few simple steps. Log into your online banking account and look for Access Sharing in your Profile at the top of the page. Follow the prompts and you’re on your way.
Give Access, Keep Control
When you add a new user, you’ll be notified as the account owner. The new user will also be notified with details on how to log in. You can manage or remove access for users at any time and see what transactions they’ve made.
Access Sharing means you’re giving access to your checking, savings, or credit card account(s) to someone you’ve authorized for secure banking. Transactions are limited to online bill pay and internal fund transfers.
Frequently Asked Questions
Who can I share access with?
- Consumer: Children (over 18), Partners, Accountants and Other Service Providers
- Private Bank: Children (over 18), Partners, Accountants and Financial Managers, Wealth Managers
- Business: Staff, Partners, Professional Service Providers