Step 1: Select your Account
Log in and click to “View” the account you wish to add an authorized party to.
Step 2: Click “Manage” and then Click “Invite User.”
Step 3: Complete the Form
Include the recipient’s name, email, message and permission level:
Read — The invitee will be able to view all transactions, balances, statements, and documents, but will not be able to make changes to the account or move funds.
Manage — The invitee will be able to do almost everything the original account owner can do (ie. deposit funds, withdraw and transfer funds) but cannot add or remove users.
Full Control — The invitee will be able to do everything the original account owner can do (e.g. deposit funds, withdraw and transfer funds, and even remove users).
Once you have made your selection, click the “Invite User” button to submit your request.
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.
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