Documentation Index
Fetch the complete documentation index at: https://docs.waycore.com/llms.txt
Use this file to discover all available pages before exploring further.
Overview
Ameriprise Financial allows you to grant access to your accounts by creating an Authorized User. This is done through the Ameriprise Financial secure site, where you can add a new user with their own login credentials. You will be setting up a user that can securely access account data and initiate transactions without sharing your primary login.Bank terminology
| Concept | Ameriprise Bank term |
|---|---|
| Delegated user | Authorized User |
| Admin | Client User |
Setup steps
1. Navigate to user management
1. Navigate to user management
2. Create user
2. Create user
Initiate the process to add an Authorized User.Enter the required details as prompted by the interface.
3. Configure permissions
3. Configure permissions
Set the appropriate permissions for the Authorized User.
Important notes
Use one user per account if separate connections are required.