How do I provide view-only access to Accountants in US Bank?

The need for providing accountant view-only access in US Bank arises from the requirement to view or download monthly bank statements while reconciling the books. This saves business owners time and eliminates the need to send statements every month. To achieve this, the following steps must be followed:

Business Owner's Action:

To add a user with view-only access, select the option that suits your needs best:

A. Online banking steps:

To access US Bank account, please log in to the US Bank website. US Bank

Click on the "Customer Service" option at the page's top. Then, select "Shared access" and click "Add User".
Provide the first and last name of the Shared Access user.
Select the desired option to determine how you would like the shared user to access and view your account by clicking the appropriate radio button.

Use their existing usbank.com login to view my shared accounts on their dashboard:

Choose this option if the individual has signed up for mobile or online banking and has created a username. Additionally, please have their zip code ready.
Because they already have a digital profile with the bank, they can accept multiple invitations and retain their existing username.

Create a new usbank.com username for them:

Choose this option if the person you are adding does not have a username, has not enrolled in mobile or online banking, or is not a customer of U.S. Bank.
This option is chosen because the individual does not have an existing digital profile with the bank. Therefore, the bank assigns a unique username specifically for the email invitation. Previously assigned usernames cannot be used in this case.

4. Click the Continue button, carefully review the confirmation screen, and then click Continue again.

B. US Bank Mobile App steps:

For the best mobile banking experience, login or download the U.S. Bank Mobile App

Open the main menu and select Manage Accounts.
Select the option "My shared accounts" and then choose "Add User."
Provide the first and last name of the person you want to give Shared Access to.
Select the option that best describes how you would like the person to access and view your account by clicking the appropriate radio button.

Use their existing usbank.com login to view my shared accounts on their dashboard:

Choose this option if the individual has signed up for mobile or online banking and has created a username. Additionally, please have their zip code ready.
Because they already have a digital profile with the bank, they can accept multiple invitations and retain their existing username.

Create a new usbank.com username for them:

Choose this option if the person you are adding does not have a username, has not enrolled in mobile or online banking, or is not a current customer of U.S. Bank.
The reason for selecting this option is that the person being added does not have an existing digital profile with US Bank. Therefore, the bank assigns a unique username specifically for the email invitation. Previously assigned usernames cannot be used in this case.

5. Click on the Continue button, carefully review the confirmation screen, and then click on Continue again.

For more detailed information, please visit the following page:

What can a Shared Access User see and do?

How do I add a Shared Access User?

Note: When a Shared Access user is added, an email invitation is sent to them. They need to accept it within 72 hours; otherwise, a new one needs to be sent.