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There are multiple reasons why you might want to grant someone else access to your accounts in TCCU Online. For business users, it may be helpful to be able to give access to specific staff members or your accounting firm. For individuals, you may want to grant someone access to some of your accounts but not all of the accounts that you can view within TCCU Online. That's where Shared Access comes in.
With TCCU Online Shared Access, you can:
To add a Shared Access user, all you need to do is:
The new user can now see accounts, export transactions, and make transfers in your TCCU Online account based on your permission. Secondary users are not compatible with our mobile app and cannot view third-party integrations, including eStatements and credit card statements.