--- title: Improve Customer Communication with Shared Account Access | Wealth Access description: Your bank can improve customer communication within families using shared account access. Here’s how it’s done in Wealth Access. image: https://blog.wealthaccess.com/hubfs/Imported_Blog_Media/pexels-andrea-piacquadio-3791664-scaled.jpg --- [Skip to content](https://blog.wealthaccess.com/improve-customer-communication-shared-account-access#main-content) [![](https://blog.wealthaccess.com/hs-fs/hubfs/wealthaccess-strapline-logo-landscape-darkgreen150ppi.png?width=2052&height=285&name=wealthaccess-strapline-logo-landscape-darkgreen150ppi.png)](https://wealthaccess.com) - Solutions Show submenu for Solutions - Who We Serve Show submenu for Who We Serve - [Wealth Leaders](https://www.wealthaccess.com/solutions/wealth-leaders/) - [Technology Leaders](https://www.wealthaccess.com/solutions/technology-leaders/) - How We Help Show submenu for How We Help - [Data Unification](https://www.wealthaccess.com/solutions/data-unification/) - [Modern Client Experience](https://www.wealthaccess.com/solutions/client-experience/) - [Connected Intelligence](https://www.wealthaccess.com/solutions/connected-intelligence/) - Platform Show submenu for Platform - [Features](https://www.wealthaccess.com/platform-features/) - [Integrations & Deployment](https://www.wealthaccess.com/integrations-deployment/) - Results Show submenu for Results - [Case Studies](https://www.wealthaccess.com/case-studies/) - [Client Testimonials](https://www.wealthaccess.com/client-testimonials/) - Resources Show submenu for Resources - [The Connected View Blog](https://www.wealthaccess.com/blog/) - Company Show submenu for Company - About Us - News - Contact Us Open main navigation Close main navigation - Solutions Show submenu for Solutions - Who We Serve Show submenu for Who We Serve - [Wealth Leaders](https://www.wealthaccess.com/solutions/wealth-leaders/) - [Technology Leaders](https://www.wealthaccess.com/solutions/technology-leaders/) - How We Help Show submenu for How We Help - [Data Unification](https://www.wealthaccess.com/solutions/data-unification/) - [Modern Client Experience](https://www.wealthaccess.com/solutions/client-experience/) - [Connected Intelligence](https://www.wealthaccess.com/solutions/connected-intelligence/) - Platform Show submenu for Platform - [Features](https://www.wealthaccess.com/platform-features/) - [Integrations & Deployment](https://www.wealthaccess.com/integrations-deployment/) - Results Show submenu for Results - [Case Studies](https://www.wealthaccess.com/case-studies/) - [Client Testimonials](https://www.wealthaccess.com/client-testimonials/) - Resources Show submenu for Resources - [The Connected View Blog](https://www.wealthaccess.com/blog/) - Company Show submenu for Company - About Us - News - Contact Us - [Request Demo](https://www.wealthaccess.com/request-demo/) [Request Demo](https://www.wealthaccess.com/request-demo/) 12/23/21, 2:42 AM # Improve Customer Communication with Shared Account Access [David Benskin](https://blog.wealthaccess.com/author/david-benskin) Share: [linkedin-in icon](http://www.linkedin.com/shareArticle?mini=true&url=https://blog.wealthaccess.com/improve-customer-communication-shared-account-access) [Twitter icon](https://twitter.com/intent/tweet?url=https://blog.wealthaccess.com/improve-customer-communication-shared-account-access) [envelope icon](mailto:?body=https://blog.wealthaccess.com/improve-customer-communication-shared-account-access) From the middle class to the wealthiest families in the country, most families find it incredibly difficult to talk about money. In fact, a [BNY Mellon study](https://www.fa-mag.com/news/lack-of-communication-killing-family-wealth-39017.html) found that lack of communication could be the culprit behind the loss of up to 60 percent of family fortunes.  For banks, the loss of a family fortune can also mean the loss of those assets and even the loss of a customer completely. While we can’t directly help you find ways to make customers talk to each other more, we can offer one solution for addressing the communication gap: Technology designed to make it easier to improve customer communication within families.  Today’s blog looks at the all-new Shared Account Access feature, designed to help families get a complete and unified view of their wealth, without the hassle of multiple logins.   ## **Why Share Account Access Can Improve Customer Communication** In situations where it’s difficult for family members to discuss finances, Shared Account Access can still provide a way to provide transparency and visibility into a complete family household’s wealth picture.  In cases where parents want to include their adult children’s accounts in their complete balance sheet, Shared Account Access makes that ask as simple as a request within the software platform.   Or, spouses with separate accounts may want to keep their money and accounts separate but still both be able to see a complete view of their combined wealth.  Again, Shared Account Access makes these types of comprehensive financial views easy to accomplish. Here’s how to get started with enabling this feature for your firm and the customers you serve.   ## **How to Enable Shared Account Access** Shared Account Access enhances your customer experience by making it easy for anyone to share accounts with one another, so long as both parties have accounts at your financial institution.  If an individual has constructed his or her entire living balance sheet in Wealth Access, they can now easily share those account views with a spouse, children, or even other individuals within your financial institution so the accounts can be displayed on the other individual’s balance sheet in addition to their own.  One important distinction upfront: We do ensure that both parties are fully aware and approve the request to share accounts before anyone receives access, to prevent the accidental sharing to someone unrelated to the initiating party. Shared Account Access can be enabled at the firm level through your Wealth Access administrator. Once enabled, customers can share account views in seven fast and easy steps. **STEP 1: Client clicks ‘Add Client’ to identify individuals to share accounts with.**[![](https://blog.wealthaccess.com/hs-fs/hubfs/Imported_Blog_Media/Screen-Shot-2021-12-23-at-9_51_42-AM-1024x428.png?width=1024&height=428&name=Screen-Shot-2021-12-23-at-9_51_42-AM-1024x428.png)](https://blog.wealthaccess.com/hubfs/Imported_Blog_Media/Screen-Shot-2021-12-23-at-9_51_42-AM.png) **STEP 2: Client fills out other individual’s information.** [![](https://blog.wealthaccess.com/hs-fs/hubfs/Imported_Blog_Media/Screen-Shot-2021-12-23-at-9_53_40-AM-1024x541.png?width=1024&height=541&name=Screen-Shot-2021-12-23-at-9_53_40-AM-1024x541.png)](https://blog.wealthaccess.com/hubfs/Imported_Blog_Media/Screen-Shot-2021-12-23-at-9_53_40-AM.png) **STEP 3: The other individual receives an in-app alert that a client wishes to share accounts with him/her.** [![](https://blog.wealthaccess.com/hs-fs/hubfs/Imported_Blog_Media/Screen-Shot-2021-12-23-at-9_54_36-AM-1024x403.png?width=1024&height=403&name=Screen-Shot-2021-12-23-at-9_54_36-AM-1024x403.png)](https://blog.wealthaccess.com/hubfs/Imported_Blog_Media/Screen-Shot-2021-12-23-at-9_54_36-AM.png) **STEP 4: The individual accepts the request for the client to share accounts with him/her.** [![](https://blog.wealthaccess.com/hs-fs/hubfs/Imported_Blog_Media/Screen-Shot-2021-12-23-at-9_55_26-AM-1024x373.png?width=1024&height=373&name=Screen-Shot-2021-12-23-at-9_55_26-AM-1024x373.png)](https://blog.wealthaccess.com/hubfs/Imported_Blog_Media/Screen-Shot-2021-12-23-at-9_55_26-AM.png) **STEP 5: The initial client can now share accounts with the selected individual.** [![](https://blog.wealthaccess.com/hs-fs/hubfs/Imported_Blog_Media/Screen-Shot-2021-12-23-at-9_56_24-AM-1024x274.png?width=1024&height=274&name=Screen-Shot-2021-12-23-at-9_56_24-AM-1024x274.png)](https://blog.wealthaccess.com/hubfs/Imported_Blog_Media/Screen-Shot-2021-12-23-at-9_56_24-AM.png) **STEP 6: The client proceeds through a workflow to select accounts, acknowledge a disclosure, and review & submit.** [![](https://blog.wealthaccess.com/hs-fs/hubfs/Imported_Blog_Media/Screen-Shot-2021-12-23-at-9_56_36-AM-1024x278.png?width=1024&height=278&name=Screen-Shot-2021-12-23-at-9_56_36-AM-1024x278.png)](https://blog.wealthaccess.com/hubfs/Imported_Blog_Media/Screen-Shot-2021-12-23-at-9_56_36-AM.png) **STEP 7: Accounts have been successfully shared and are now viewable by the other individual.** [![](https://blog.wealthaccess.com/hs-fs/hubfs/Imported_Blog_Media/Screen-Shot-2021-12-23-at-9_57_52-AM-1024x328.png?width=1024&height=328&name=Screen-Shot-2021-12-23-at-9_57_52-AM-1024x328.png)](https://blog.wealthaccess.com/hubfs/Imported_Blog_Media/Screen-Shot-2021-12-23-at-9_57_52-AM.png) [![](https://blog.wealthaccess.com/hs-fs/hubfs/Imported_Blog_Media/Screen-Shot-2021-12-23-at-9_58_05-AM-1024x391.png?width=1024&height=391&name=Screen-Shot-2021-12-23-at-9_58_05-AM-1024x391.png)](https://blog.wealthaccess.com/hubfs/Imported_Blog_Media/Screen-Shot-2021-12-23-at-9_58_05-AM.png) ## **Getting Started with Shared Account Access** If you’re already a Wealth Access user, simply contact our Support Team to request that the Shared Account Access functionality be turned on for your firm. If you don’t use Wealth Access, now is the best place to [schedule your first consultation call](https://www.wealthaccess.com/contact/). Tell us about your needs and we’ll help you see how Wealth Access can help you generate deep insights with your data. [Client Experience](https://blog.wealthaccess.com/tag/client-experience) ## Related posts [![](https://blog.wealthaccess.com/hs-fs/hubfs/Imported_Blog_Media/blog-image_generic-Apr-06-2023-07-12-00-0107-PM.png?height=200&name=blog-image_generic-Apr-06-2023-07-12-00-0107-PM.png)](https://blog.wealthaccess.com/wealth-access-annual-summit-30-top-banks) [News](https://blog.wealthaccess.com/tag/news) ## [Wealth Access Completes Annual Summit With 30 Of Nation’s Top Banks](https://blog.wealthaccess.com/wealth-access-annual-summit-30-top-banks) [David Benskin](https://blog.wealthaccess.com/author/david-benskin) 5/24/22, 3:08 AM Read the original press release here. [Read more](https://blog.wealthaccess.com/wealth-access-annual-summit-30-top-banks) [![](https://blog.wealthaccess.com/hs-fs/hubfs/Imported_Blog_Media/Summit-Recap_Wealth-Access.png?height=200&name=Summit-Recap_Wealth-Access.png)](https://blog.wealthaccess.com/2022-wealth-access-summit-recap) [Client Experience](https://blog.wealthaccess.com/tag/client-experience) ## [Why Data Ruled the 2022 Wealth Access Summit](https://blog.wealthaccess.com/2022-wealth-access-summit-recap) [David Benskin](https://blog.wealthaccess.com/author/david-benskin) 5/23/22, 10:48 AM What do you get when you bring 30 of the country’s top regional and super-regional banks together... [Read more](https://blog.wealthaccess.com/2022-wealth-access-summit-recap) [![](https://blog.wealthaccess.com/hs-fs/hubfs/Imported_Blog_Media/pexels-photo-346301-1.jpeg?height=200&name=pexels-photo-346301-1.jpeg)](https://blog.wealthaccess.com/first-rate-announces-partnership-wealth-access) [News](https://blog.wealthaccess.com/tag/news) ## [First Rate Partners with Wealth Access to provide wealth management firms with enhanced digital presence](https://blog.wealthaccess.com/first-rate-announces-partnership-wealth-access) [David Benskin](https://blog.wealthaccess.com/author/david-benskin) 4/6/17, 8:33 AM This unique partnership combines the industry’s largest independent personal financial management... [Read more](https://blog.wealthaccess.com/first-rate-announces-partnership-wealth-access) [linkedin-in icon](https://www.linkedin.com/company/wealth-access/) [youtube icon](https://www.youtube.com/channel/UC1UbjL2RqJ2KbC_6yzWvdUg) [![wealthaccess-strapline-logo-landscape-yellow150ppi-1](https://blog.wealthaccess.com/hs-fs/hubfs/wealthaccess-strapline-logo-landscape-yellow150ppi-1.png?width=2052&height=285&name=wealthaccess-strapline-logo-landscape-yellow150ppi-1.png "wealthaccess-strapline-logo-landscape-yellow150ppi-1")](http://wealthaccess.com) --- Contact:          Sales: (866) 612-0324Service: (866) 599-8889                                                                                  © 2026 Wealth Access. All rights reserved. **  [Privacy policy](https://www.wealthaccess.com/privacy-policy/)    [Cookie Settings ](https://www.wealthaccess.com/solutions/connected-intelligence/#)** ```json { "@context" : "https://schema.org", "@type" : "BlogPosting", "author" : { "@type" : "Person", "name" : "David Benskin", "url" : "https://blog.wealthaccess.com/author/david-benskin" }, "dateModified" : "2023-04-06T19:13:37.184Z", "datePublished" : "2021-12-23T08:42:46.000Z", "headline" : "Improve Customer Communication with Shared Account Access | Wealth Access", "image" : [ "https://blog.wealthaccess.com/hubfs/Imported_Blog_Media/pexels-andrea-piacquadio-3791664-scaled.jpg" ], "mainEntityOfPage" : { "@id" : "https://blog.wealthaccess.com/improve-customer-communication-shared-account-access", "@type" : "WebPage" }, "publisher" : { "@type" : "Organization", "logo" : { "@type" : "ImageObject", "url" : "https://blog.wealthaccess.com/hubfs/wealthaccess-strapline-logo-landscape-darkgreen150ppi.png" }, "name" : "Wealth Access, Inc." } } ```