For Account Holders
An attorney in a legal matter — yours, or the one on the other side — has asked you to give read-only access to some of your financial accounts. Nothing happens until you approve it, and this page explains exactly what you would be approving.
Requests come from one of two directions. Which one you received changes what happens if you say no.
Washington courts require full financial disclosure in a dissolution or separation. Connecting accounts is usually faster and cheaper than downloading, printing, and delivering months of statements — work that often gets billed to you at an hourly rate.
The request stands in place of a subpoena to your bank. It is the narrower of the two: you choose which accounts, the access is read-only, and you can withdraw it. A subpoena reaches whatever the bank reads it to reach, and you have little say once it is served.
Three steps, usually a few minutes in total.
It works once and is addressed to you. If it has already been used, ask whoever sent it for a new one.
This locks the invitation to your own device, so nobody else who sees the link can act on it. There is no password to create or remember.
You sign in on your bank’s own website, exactly as you would to check a balance, and approve only the accounts you choose.
Approving access is not permanent. You can revoke it from your own portal whenever you like, and it stops immediately. There is also nothing to pay: the attorney who sent the request covers the cost.
You can decline. If your own attorney sent the request, talk to them about gathering statements the traditional way instead. If it came from the other side, they can still ask the court to subpoena your bank directly — which is slower, reaches more than you would have chosen, and happens without you.
Still deciding? How permission works walks through the mechanism, and where the data is stored explains what is kept and by whom.
Open your invite link