Associated Bank

How to create and configure an authorized user in Associated Connect.

Overview

Associated Bank allows you to grant access to your accounts by creating a User.

This is done through Associated Connect, where you can add a new user with their own login credentials, choose which accounts they can access, and define what they are allowed to see and do. You will be setting up a user that can securely access account data and initiate transactions without sharing your primary login.

Bank terminology

Concept	Associated Bank term
Delegated user	User
Admin	Company Administrator

Setup steps

1. Navigate to user management

Sign in to Associated Connect.

In the Associated Connect Portal, select Company Admin.

2. Create user

Under Manage Users, select Add User.

Enter the required details as prompted by the interface.

3. Configure permissions

Select the appropriate permissions or roles for the user based on your requirements.

4. Finalize

Click the confirmation button to save the user.

Important notes

If your company profile has access to high-risk products and services, the Company Administrator will be required to register each user for either a physical or mobile token (MFA Token).

Unless you have opted out of the dual control requirement by signing the Dual Control Exception Addendum to Wire Transfer Agreement, Associated Bank requires dual control as an added security procedure for the Wire Transfer Service.

Use one user per account if separate connections are required.