• How do I set up Shared Access?
  1. To set up shared access, you must first accept the terms for the service. You can do this by navigating to the Shared Access tab in Online Banking. Read the terms and click “Agree” if you would like to use the service. This set-up will only have to be done once. After accepting, you enter the contact information for the person you would like to grant view-only or internal transfers access (sub-user). You will need the name, phone number, and email address for the new sub-user. They will receive an email with instructions to set up their user profile (As a reminder, you are not adding them to your account; you are only granting them permission to view it).
• Will the account holder be able to grant access to online statements?
  1. No, however, a sub-user is able to look at a customer’s account history.
• Will the account holder be able to limit the sub-user’s ability to see the account balance, check/deposit images, or transaction history?
  1. No, however, with view only access, the subuser cannot conduct any transactions. With internal transfers access, the subuser would be able to transfer and make payments internally between the granted accounts.
• How will sub-users be informed that they have been granted access?
  1. Once an account holder grants account access to a sub-user, that sub-user will be notified by email via the email address provided by the account holder while setting up the sub-user’s permissions. The email sent to the sub-user will contain an auto-generated user name and password, as well as instructions for gaining view-only access to their account.
  2. During the activation process, the sub-user will go through the normal OTP process to verify their identity using the phone number the account holder provided for them at setup. The sub-user will then be required to set a new password. Once the sub-user logs into their account, they may change the auto-generated user name to something that’s easier to remember.
• Is Shared Access functionality available on mobile?
  1. At this time, Shared Access is not available on the mobile app.
• How do I add a sub-user?
  1. Under the “Additional Services” menu in the main navigation, you will see a link called “Share access with others”. This link will take you to the page where you can add sub-users and manage their permissions.
• What happens once I add a sub-user?
  1. Once you save the sub-user, they will receive an email at the address you provided for them at setup with directions on how to setup their account. Once they activate their account, the date of their most recent login will be displayed next to their name on the access management page.
• What will my sub-users be able to access?
  1. Subusers will only be able to see accounts and make internal transfers on the accounts they were granted access to when you, as the account holder, set them up. For the accounts to which they have access, they will be able to see the balance and transaction history or make internal transfers if granted permission.
• Can I cancel a sub-user’s access to my accounts?
  1. Absolutely! Accounts may be canceled at any time. Navigate to the page where you gave them access, find their name, look at the Access slider, and change the permission from “Yes” to “No.” Doing this will revoke all sub-user access and prevent them from logging into Online Banking altogether.
• What if I can’t get to my computer right away to cancel a sub-user’s access?
  1. Call Third Federal’s Customer Care team right away. They can put the sub-user on hold, which will prevent the sub-user from logging into Online Banking.
• What if my sub-user forgets their username or password?
  1. The sub-user can easily reset their password or retrieve their username using the links on the Online Banking login page. Additionally, you as the account holder can reset your sub-user’s password for them. Another option is to call Third Federal’s Customer Care team to have your sub-user’s password reset.