How Do I Add an Authorized User to an Existing Account?

Step 1

Select your Account

Log in and click on the name of the account you would like to add users to. The account name will be highlighted in green.

In this example, I am adding a new user to the account ending in 3259, so I will need to click on the account name to the left of this account number (as shown in the image below).

Step 2

Select "Manage Users"

Step 3

Add the User's Email Address and Account Status

After clicking the "Manage Users" button, a new window will appear. Enter the new user's email address.

Then, click on the drop down to the right of the Email Address section.  A pop up will appear, and you will select either "Full Access" or "Read Only," depending on how much access you want the new user to have within the account.

"Read Only" will allow the user to view all transactions, balances, statements, and documents; but they will not be able to make any changes to the account or move funds.  If you add a user as "Full Access," they can do everything that the original account owner can do (i.e. deposit funds, withdraw and transfer funds, and even remove users).

Once you have made your selection, click the green "Send" button to submit your request.

Please note: Full Access Users can remove the original account owner from the account.

Step 4

Confirmation Email

After you click the "Send" button, an invitation to join will be emailed to the individual you are attempting to add. The invitee will need to open the email and click on the green "Join This Account Now" button.