When adding a Shared Access user, please be aware of the following:
- Shared Access users must be at least 18 years of age.
- They don't have to bank with U.S. Bank.
- A mobile phone number is required for the Share Access user.
- An email invitation will be sent to the new user after you’ve submitted the request.
- The invitation needs to be accepted within 72 hours, otherwise a new invitation is required.
To add a Shared Access user using online banking
- Select Profile & settings at the top of the page, then choose Edit login preferences.
- Select Manage to the right of Shared Access.
Note: If you haven't enrolled in Shared Access before, you'll be prompted to do so before continuing to the next step. - Select Add user and enter their first and last name.
- For access to a business account profile: Enter the person’s email address, confirm it, then provide their phone number and select Continue.
For access to a consumer account profile: Choose whether you want the invitation sent using the person's existing username or if we need to create a new one for them. Then select Continue.
- Use their existing usbank.com login to view my shared accounts on their dashboard.
For this choice, you'll need the Shared Access user’s username and ZIP code. Since they have a digital profile with us, this lets them accept multiple invitations and keep their existing username. We will send the invitation to the email address they have on file with us. - Create a new usbank.com username for them.
For this one, we will assign a username specific to that email invitation. You’ll need to provide that person’s email address and phone number.
Note: Previously assigned usernames can't be used.
- Choose which accounts they'll have access to, then select Continue.
- Tell us if you want them to have read-only access or if you allow them to make transactions, then select Continue.
- Review the Terms and Conditions. If you agree, mark the checkbox, then select Submit to send the invitation.
To add a Shared Access user using the U.S. Bank Mobile App
- Open the main menu and select Manage accounts, then choose My shared accounts.
Note: If you haven't enrolled in Shared Access before, you'll be prompted to do so before continuing to the next step. - Select Add user and enter their first and last name.
- For access to a business account profile: Enter the person’s email address, confirm it, then provide their phone number and select Continue.
For access to a consumer account profile: Choose whether you want the invitation sent using the person's existing username or if we need to create a new one for them. Then select Continue.
- Use their existing usbank.com login to view my shared accounts on their dashboard.
For this choice, you'll need the Shared Access user’s username and ZIP code. Since they have a digital profile with us, this lets them accept multiple invitations and keep their existing username. We will send the invitation to the email address they have on file with us. - Create a new usbank.com username for them.
For this one, we will assign a username specific to that email invitation. You’ll need to provide that person’s email address and phone number.
Note: Previously assigned usernames can't be used.
- Choose which accounts they'll have access to, then select Continue.
- Tell us if you want them to have read-only access or if you allow them to make transactions, then select Continue.
- Review the Terms and Conditions, then select Submit to send the invitation.
More information