Checklist visual copy: add an authorized user
Need to allow someone to view or trade or move money within one or more of your accounts?
Click Profile and select Account Access.
To begin this process, click Give account access.
From this page, you can select the level of access you need to grant a third party. Options include View-only access, to view account information. Limited trading authority, to view account information & trade. And Full trading authority, to view account information, trade, and move money.
Want to learn more about each of these access levels? Click Compare access levels for a more detailed overview.
Once you've determined the level of access you'd like to grant, click the card with the appropriate permissions to continue. Next, select the financial account you want to give access to; and finally, you'll need to provide information about the person you're giving access to. Required contact information includes full name, phone number, and email.
During this process, you'll need to provide contact details for the authorized third party, review your submission, and finally, review the authorization agreement.
As soon as you submit your request, you'll receive a confirmation message along with the required next steps. If you're the individual account holder, this means your authorized user will now receive an email link containing their portion of the enrollment process. Alternatively, joint accounts will require that all additional account holders approve the request before continuing.
Looking to change access? To do so, make your way to the Accounts and roles section of the Account Access page. Here, you'll see a list of your accounts and users who have access to them. To begin making changes, choose the action you'd like to take, found directly to the right of each user; for this example, we'll be changing access. You'll then be prompted with further instructions. In this case, we're asked to verify that we'd like to change access.
Instructions may vary depending on the action you choose to take, but you'll always receive confirmation after completing the steps outlined. For joint accounts, some actions may require that additional account holders approve the change before continuing.