Give trusted access — without sharing your login.
With the upgraded Digital Banking's Manage Users feature, you can give a trusted family member, accountant, or other person secure access to your Elements accounts — without sharing your personal login credentials.
You stay in control: assign the appropriate level of access and revoke it at any time.
Secure Shared Access: Add another user to your account without sharing your login ID or password
Built for Trusted Third Parties: Ideal for accountants, financial advisors, or family members who need account visibility
Customizable Permissions: Users are assigned access rights that you control
Revoke Anytime: Revoke access at any time from within Digital Banking
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Adding a user is straightforward. Log in to Elements Digital Banking, navigate to Manage Users, and enter the new user's information. The user will receive instructions to create their own login — keeping your credentials private.
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You decide what access each user has. Whether you want someone to view account information only, or have broader capabilities, you're in control of the permissions you grant.
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Changed your mind or no longer need to share access? Remove a user instantly from within Digital Banking at any time. Your account security is always in your hands.
You can add any person you trust — such as an accountant, financial advisor, or family member — who needs visibility into or limited access to your Elements accounts.
This feature is ideal for situations where you want someone to help you manage your finances without giving them full access to your account.
The access level granted to each user is controlled by you. You can assign view-only access, which prevents the user from initiating transactions. Review the access options available when setting up the user to choose the appropriate level for your situation.
After the upgrade in September, simply log in to Elements Digital Banking and navigate to Manage Users in the account settings.
Enter the new user's information and assign their access level. They'll receive an invitation to create their own login credentials.
Yes. You can add multiple Managed Users to your account — each with their own login credentials. Manage all of them from the Manage Users section within Elements Digital Banking.
By default, a Managed User is granted view-only access to the accounts you share with them. You control which accounts they can see and what actions, if any, they're permitted to take. You can update or revoke their access at any time from within Digital Banking.
