How to Add an Authorized User to Wells Fargo Account
Adding an authorized user to your Wells Fargo account can be a convenient way to manage finances or share account access with a trusted individual. Whether you’re looking to grant someone access to view account information or allow them to make transactions on your behalf, the process is straightforward. In this article, we will guide you through the steps to add an authorized user to your Wells Fargo account.
Step 1: Log in to Your Wells Fargo Account
To begin the process, you will need to log in to your Wells Fargo account online. Go to the Wells Fargo website and enter your username and password to access your account dashboard.
Step 2: Navigate to the Account Settings
Once logged in, locate the “Account Settings” or “Manage Accounts” section on your dashboard. Click on this option to view a list of your accounts and related settings.
Step 3: Select the Account to Add an Authorized User
From the list of accounts, find the one you want to add an authorized user to. Click on the account to access its specific settings and options.
Step 4: Add an Authorized User
Within the account settings, look for an option to “Add an Authorized User” or “Manage Authorized Users.” Click on this option to proceed.
Step 5: Enter the Authorized User’s Information
A new window will appear where you can enter the authorized user’s information. You will need to provide their full name, date of birth, and Social Security number. Ensure that you have this information readily available before proceeding.
Step 6: Set User Access Level
After entering the authorized user’s information, you will be prompted to set their access level. You can choose to grant them read-only access, allowing them to view account information but not make any transactions, or you can provide full access, enabling them to view and make transactions on the account.
Step 7: Review and Confirm
Before finalizing the addition of the authorized user, review the information you have entered and the access level you have set. Double-check that everything is accurate and then confirm the addition.
Step 8: Notify the Authorized User
Once the authorized user has been successfully added to your account, it is important to notify them of their new access. Provide them with any necessary login credentials or instructions to access the account online.
Conclusion
Adding an authorized user to your Wells Fargo account is a simple process that can be completed in a few easy steps. By following the guidelines outlined in this article, you can grant someone trusted access to your account while maintaining control over your finances. Remember to communicate with the authorized user and ensure they understand their level of access and responsibilities.
