US Bank: Training Guides

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U.S. Bank Access® Online: User Guides

A comprehensive collection of documentation and instructional materials provided by U.S. Bank to assist users.

Card Activation

Card activation is the process you must complete to make your new (or renewed) card functional and ready for use. You can activate your card online or over the phone.

Online Registration

Cardholder Online Registration refers to the initial process a cardholder completes to establish secure, web-based access to their card account information.

Cardholder Dashboard

Cardholder Dashboard refers to the primary digital landing page or central hub a cardholder sees immediately after logging into their account banking platform.

Cardholder Account Profile

The Cardholder Account Profile is a central digital repository that displays the authorized setup data for a card, enabling the cardholder to confirm key details.

Password Reset

Password Reset is the secure process used to create a new password for platform after forgetting credentials, before being allowed to select and confirm a new, secure password.

Reviewing Transactions

Reviewing Transactions refers to the active, systematic process cardholder undertakes within the online platform to examine and verify the accuracy and legitimacy of the purchases and posted to their account. 

Statements

A Statement refers to an official, periodic document provided to the account holder that summarizes all the financial activity that occurred in their account over a specific period.

Reporting

The Reporting function allow customers and cardholders to generate, view, and export detailed information regarding their accounts, transactions, and activity.

Will the new U.S. Bank card be issued on the Visa or Mastercard network?

The new U.S. Bank card will be a Mastercard.

Will specific training resources be available for Approvers and Managers within the Access Online platform?

Yes, please subscribe to our listserv for further communications regarding the training dates.

 

 

For the new US Bank card issuance, which address is designated as the billing address: 1616 Guadalupe address or the preferred mailing address?

The preferred mailing address listed on the card account is used as the billing address.

What is the designated timeframe we have to transition recurring subscriptions from the current ProCard to the new U.S. Bank card?

The transfer of card information should commence as soon as the new U.S. Bank card is activated, effective December 4th.