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Adding Usernames to the Primary Account Holder

Account Management lets you assign up to two usernames for the primary account holder. For example, an individual user might want to add a second user name in order to log in on two different machines for testing purposes. You use the same process for adding a username to the primary account holder that you use for adding a new user.

To add a username for a user

1. Click Settings > Account Settings.
2. The Users & Access Rights panel shows all of the users you have added to your account.

Click the Configure (gear) icon.

The Users & Access Rights screen opens.

3. In the Users Panel, click the Add (+) icon.

4. Enter the new username and password.
5. Select YES for secondary user, since you are creating this user as a secondary username.

• For Joint and Trust accounts, select the account holder or trustee for whom you want to add a username.

6. Click CONTINUE.
7. Review the information about the new user. Click CONTINUE if everything is correct.
8. If you do not participate in the Secure Login System for two-factor authentication, you will receive an email with a confirmation number. Enter the confirmation number sent to you via email, then click CONTINUE. If you have not received a confirmation number, click Request Confirmation Number to have a new confirmation number sent to your email address.
9. Click Ok to save the new user, which the primary account holder can now use as a secondary username.