Now that you've added a Shared Access user, they'll need to accept your invitation and complete their enrollment. Your invitation is valid for 72 hours. 

To walk your delegate through accepting a Shared Access invitation and enrolling

1. Ask them to open the invitation email and select Enroll now.
2. They'll need to provide the following information:
   
   • Username provided in the invitation
   • Your last name
   • Their mobile phone number
   • Their email address
3. Next, they'll need to select Send code to send it to the mobile phone number. Then enter the passcode provided.
4. Advise them to enter their personal information, such as their address, date of birth, and SSN, then select Continue.
5. Now they'll create a password and re-enter it for confirmation, then they'll select their security preferences.
6. They'll need to review the E-SIGN Consent Agreement. Once accepted, their enrollment is complete, and they can login to access the accounts. 

More information

• Shared accounts are displayed on the delegates dashboard. They're grouped by the account owner who delegated access. 
• Your Shared Access user will be able to see account balances, transaction history and so much more. See also, What can a Shared Access user see and do?