General Questions

Can I cancel a subuser’s access to my accounts?
You can cancel a subuser's access at any time. Go to the page where you gave them access, find their name, look at the Access slider, and change the per...
Fri, 7 Jun, 2019 at 2:37 PM
Can I edit my subuser’s account information such as their email address, phone number, username, or password?
You can edit the subuser’s name, email address, phone number, and permissions by clicking the “Edit” link next to their name on the Access Manager page. Acc...
Fri, 7 Jun, 2019 at 2:38 PM
Can I give a subuser access to particular accounts?
You can grant view only or transfer/bill payment permissions to the individual accounts you want the subuser to see and access.
Fri, 7 Jun, 2019 at 2:39 PM
Can I place a limit on the amount of money my subuser’s can move?
You can limit the amount of money a subuser can move. When you grant BillPay permissions for an account, you will be prompted to enter a transaction limit. ...
Fri, 7 Jun, 2019 at 2:40 PM
Can I prevent a subuser from making transfers between my accounts?
By granting view only access to a subuser, you can prevent transfers between accounts.
Fri, 7 Jun, 2019 at 2:40 PM
Can I prevent a subuser from making transfers between my accounts?
By granting view only access to a subuser, you can prevent transfers between accounts.
Fri, 7 Jun, 2019 at 2:40 PM
How do I add a subuser?
Click on “Additional Services” in the main navigation and select “Share Access with Others” from the dropdown menu. This link will take you to the page wher...
Fri, 7 Jun, 2019 at 2:41 PM
I granted transfers permission but my subuser cannot make a transfer. Why?
In order to make account transfers, you must grant subuser transfers permission to both the “to” and the “from” accounts. It’s possible that the subuser can...
Fri, 7 Jun, 2019 at 2:42 PM
I see the “Approval Needed” icon next to bill pay transactions on the home page but I don’t see these payments on the bill pay page. Why is this?
Transactions that are pending approval do not show up on the main bill pay page. However, they will show up with a status of PENDING on the bill pay transac...
Fri, 7 Jun, 2019 at 2:42 PM
What happens once I add a subuser?
Once you save the subuser, they will receive an email at the address you provided for them with directions on how to setup their account. Once they activate...
Fri, 7 Jun, 2019 at 2:43 PM