Cross Account Access

Setting up Cross Account Access lets you create one central login to view, withdraw and deposit money between accounts.

Common uses for Cross Account Access:

  • Spouses or partners give each other access to joint or individual accounts
  • Children give account access to their parents
  • Aging parents give account access to adult children
  • Members with a business and personal account at CCCU
  • Members with more than one primary account

Granting Permission to Your Account

Use the directions below to give account access to another CCCU member.

  1. Log in to online banking
  2. To the right of your name click the dropdown arrow to display the User Options menu
  3. Select Cross Account Access Permissions
  4. Click the Add New User Button
  5. Click "Add By Last Name"
  6. In the field New User's Nickname, type the name of the account owner you are giving access to. The nickname must be at least 5 characters, can be no more than 20 characters, can have numbers, and cannot have spaces or special characters.
  7. In the field New User's Last Name, type in the last name of the account owner you're giving access to. Capitalize the first letter of the last name.
  8. In the field New User's Account Number, type in the member number of the account owner. This is the member number of the person you're giving access to.
  9. Select which accounts you are granting access to and what type of access you are granting to the account owner.
  10. Click the Add User with Settings button.

The person you granted access to must accept your access. See directions in the section below.

Repeat the steps above to give access to your account to others. Ask others to follow the steps above to give account access to you.

GrantPermission

Accepting Cross Account Access

Once you've been granted access to another person's account, use the directions below to view the account through online banking.

  1. Log in to online banking
  2. To the right of your name click the dropdown arrow to display the User Options menu
  3. Select Cross Account Access Permissions
  4. On the Cross Account View Settings screen you can view or hide cross accounts that you have been granted access to 
  5. Click Show me this account to gain access
  6. Click Save Settings

CrossAccountViewSettings