Shared Account Access
Give someone you trust access to your online banking information.
Let a friend or family member view balances and move money.
Maybe you know someone with a good head for numbers. Maybe you're often busy with other matters and need some help with personal finances. For any number of reasons, you may want to give a second person access to your WESTconsin Credit Union accounts. Here's how it works:
- The second person (or subuser) does not need to be a WESTconsin member
- You do not need to share your username or password with the subuser
- Shared Access does not give subusers access to: Money Management, eStatements, credit card accounts, Mobile App, text banking, card management, Scheduled Recurring Transfers, Member-to-Member Transfers, Apply for a Loan, Secure Forms, Pay a Person, or Externally Sourced Loan Payments
How to Add Subuser
- Click Additional Services > Shared Access > Add Person > Shared Access Terms & Conditions
- Enter first name, last name, phone number, email address of subuser
- Either click on each individual suffix to grant access for OR click on Grant full access to all accounts
- Confirmation screen will review the subuser’s steps to login
Subuser's Experience
- Subuser will receive two separate emails, one with the username and a second with the temporary password with a link to access WESTconsin Online
- Subusers will receive a one-time verification call to the phone number provided by the member
- Subuser will be required to change password
- Subuser will receive additional emails when changes are made to their password, contact information, etc.
WESTconsin Credit Union serves members in Wisconsin and in Minnesota. Find a location near you.
Frequently asked questions
View All FAQSLogin, click on Additional Services > Shared Access > toggle the Access to NO
Login, click on Additional Services > Shared Access > toggle the Access to NO > click arrow next to Options > click Remove Profile > confirm by clicking Remove profile
If the subuser forgets either their username or password they MUST access the Forgot Username? or Forgot Password? links on our login page to reset access OR contact the member who granted them account permission to have their password reset
- The member will need to login to their account, click on Additional Services > Shared Access > Options; reset passwords
- The account holder has access to change the subuser’s name, phone number and email address but has no access to the subuser’s Username or password
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