Shared Access Available Options: 

View Only Access 

• View Account and applicable history under My Accounts only. 

Transfer Access 

• Based on available funds between allowed accounts. 

Bill Pay Access 

• Access can be granted with full authority to system-defined limits 
• Dollar limit thresholds can be set for payments. 
• If a payment is created over this threshold, the client who has granted the access must login to their Online Banking and approve the payment prior to processing. 
• No access to add or modify payees 

Shared Access Limitations: 

• No access via Mobile App 
• Sub-Users may not login or access accounts via LegacyTexas Mobile App. 
• No access to Auxiliary Services: 
• External Transfers 
• PopMoney 
• Mobile Deposit 
• Direct Connectivity for Quicken or Quickbooks 
• Online Statements 

More information about this service can be viewed by visiting our Support document here: https://s3-us-west-2.amazonaws.com/legacybankmedia/support/online-banking-support/Documents%20/SharedUserAdding%20User.pdf