With Shared Access, you can grant access to designated individuals. As the account holder, you determine which accounts your subuser(s) should see and you choose whether you want them to have “View Only” access or whether you want them to perform certain types of transactions such as internal transfers and bill payments. If you opt to grant access to BillPay, you must set a per transaction limit. Any transactions submitted by a subuser that exceed this limit will require your approval before they process.
To get started, click on “Additional Services” and select “Share Access with Others” from the dropdown menu. This link will take you to the page where you can add subusers, manage their permissions, or revoke access at any time. If you have any pending transaction to approve, they will also be displayed at the top of this page.