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Entitlements (Share Access with Others)

Improve everyday account management by sharing access with others. SAFE's Entitlements feature makes it safe and easy for account owners to delegate financial management tasks — right within Online Banking.

Now you can share account access with individuals you designate. By using Entitlements, — you'll gain both time and peace of mind while maintaining the security of your account.

For business banking, you can now easily assign account access to assist with day-to-day financial management, paying bills, and much more.

For personal banking, you can also assign account access to gain assistance achieving a variety of financial goals. Share access with family members to more easily build and maintain a strong financial future. Or, grant access to financial professionals during estate settlement or retirement planning.

Grant access to those you delegate and enjoy the benefits:

  • Increased security: Never share confidential login information.
  • Complete control: Choose from a variety of permission and activity notification settings.
  • Effortless management: Add new users, change permissions, or revoke access in a few clicks.

Set up shared account access today! Simply log into SAFE Online Banking, select Additional Services, and then select Share Access with Others.

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