Choosing an account authorization that's right for you

There are varying levels of account access that you can provide to another person. It's important to choose the most appropriate level to fit your situation. How do you decide the right level to choose? Watch this video to help find the answer that is right for you.

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Next steps to consider

Grant others access to your accounts using these access levels: inquiry access, limited authority, full authority and power of attorney.

Estate planning is a vital part of your overall financial plan. Planning ahead can give you greater control, privacy, and an opportunity to leave more of your legacy to your loved ones.

Learn how to add or remove full authority rights on your account with just a few, simple, online steps.

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