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   

1. Select Profile & settings at the top of the page, then choose Manage profile & settings.
2. Select Edit login preferences, then choose 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.
3. Select Add user and enter their first and last name. 
4. 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.
5. Choose which accounts they'll have access to, then select Continue.
6. Tell us if you want them to have read-only access or if you allow them to make transactions, then select Continue.
7. 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  

1. 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. 
2. Select Add user and enter their first and last name. 
3. 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.
4. Choose which accounts they'll have access to, then select Continue.
5. Tell us if you want them to have read-only access or if you allow them to make transactions, then select Continue.
6. Review the Terms and Conditions, then select Submit to send the invitation.

Additional information

To learn more about Shared Access, see:

• What can a Shared Access user see and do? 
• How do I enroll in Shared Access?