A clear path for financial power of attorney
A clear way to ask a bank for help with someone else’s account.
Helping a parent or grandparent with their bank account? Passage keeps the request, documents, and bank’s answer in one place. The bank checks the details and decides what you can do.
Passage keeps the request moving. It does not verify identity, approve the power of attorney, grant account access, or move money. The financial institution keeps those responsibilities.
The simple version
How it works
Know what to do at each step.
Today, the financial institution starts the Passage request and invites each person. Passage does not let someone approve their own authority.- 01
The institution starts
A bank or credit union enters the two people, the account, and what the person acting for them needs to do.
- 02
Each person confirms
The account holder and the person acting for them use separate private links to review the same request and complete their part.
- 03
The institution checks
The institution uses its own identity, document, fraud, legal, and policy checks before making a decision.
- 04
Everyone gets the answer
The institution accepts, limits, or rejects the request. Passage shares a receipt showing exactly what it decided.
What Passage does
Keeps everyone on the same page.
- Gives the account holder and the person acting for them separate, private steps
- Shows the institution what is still missing
- Records exactly what the institution accepts, limits, or rejects
- Shares the same current decision with the people allowed to see it
What Passage does not do
Make the institution's decision.
- Does not create or notarize a power of attorney
- Does not declare a document legally valid
- Does not perform or replace identity, legal, fraud, or policy review
- Does not grant account access or move customer funds
Try it with sample details