FAQs

Shared Access allows members to securely share account access with another member, such as a family member or trusted partner, through the Digital Banking platform. As the account owners (inviters), members can grant specific permissions like viewing balances, transferring funds, or paying bills, while maintaining control over their accounts.

You can share access with other members of the Credit Union who have or will create Digital Banking. Shared Access is not available for non-members.

From the Dashboard, select Resources > Settings. Click Shared Access, then Add a User. Enter the invitee’s details and select permissions for each account. Click Save, review details, and click Confirm. Expand the invitation to view the confirmation code and share it with the invitee.