How to Add an Authorized User Wells Fargo
Adding an authorized user to your Wells Fargo account can be a convenient way to share financial responsibilities or allow someone else to manage your account on your behalf. Whether you want to add a family member, friend, or employee, the process is straightforward and can be completed online or in person. 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
The first step in adding an authorized user is to log in to your Wells Fargo online banking account. If you don’t have an online account, you will need to enroll by visiting the Wells Fargo website and following the instructions provided.
Step 2: Navigate to the Account Management Section
Once you are logged in, navigate to the account management section. This section is typically located in the upper right corner of the screen and may be labeled as “Accounts,” “My Accounts,” or something similar.
Step 3: Select the Account You Want to Add an Authorized User To
In the account management section, you will see a list of your accounts. Select the account to which you want to add an authorized user. This could be a checking, savings, credit card, or any other type of Wells Fargo account.
Step 4: Find the Option to Add an Authorized User
After selecting the account, look for an option to add an authorized user. This may be labeled as “Add Authorized User,” “Manage Users,” or something similar. Click on this option to proceed.
Step 5: Enter the Authorized User’s Information
You will be prompted to enter the authorized user’s information, including their name, date of birth, and Social Security number. Make sure to provide accurate information to avoid any delays or issues.
Step 6: Set the Authorized User’s Access Level
Next, you will need to determine the level of access you want to grant the authorized user. Wells Fargo offers different access levels, such as read-only, which allows the user to view account information but not make transactions, or full access, which allows the user to make transactions and manage the account.
Step 7: Review and Confirm
Before finalizing the process, review the information you have entered and the access level you have chosen. Once you are satisfied, confirm the addition of the authorized user.
Step 8: Notify the Authorized User
After adding the authorized user, it is important to notify them of their new access. Provide them with any necessary account information or instructions to help them manage the account effectively.
By following these steps, you can easily add an authorized user to your Wells Fargo account. Remember to consider the level of access you grant and regularly review the account activity to ensure the security of your financial information.
