Joint account holders may add a username for a third person in Client Portal by using the button above or following the below procedure:
- Log in to Client Portal.
- Click the User menu (head and shoulders icon in the top right corner) followed by Settings.
- Under Account Settings find the Users & Access Rights section
- Click on Users & Access Rights
- Click on the Add "+" icon next to Users and follow the prompts on the screen.
Additional Information
- Adding a user for an account in our Users' Guide.