How to Assign View or Transact Rights in TreasuryDirect

TreasuryDirect lets you share access to your securities with other account holders, but the system has a few rules worth knowing before you get started.

View Rights vs. Transact Rights

There are two access levels you can grant:

View rights do exactly what they sound like — the other person can see the security, nothing more. You can give View rights to any individual TreasuryDirect account holder, regardless of how the security is registered.

Transact rights are more powerful. Someone with Transact rights can transfer the security and change where maturity or interest payments get sent. There’s a catch, though: you can only grant Transact rights to the second-named registrant on a security, and only if that security uses Primary Owner registration.

A few other restrictions to keep in mind: beneficiaries on a Beneficiary registration can only ever receive View rights, and none of this applies to entity accounts. View and Transact rights are for individual accounts only.

Step-by-Step: Granting Access

1. Log in to your TreasuryDirect account.
2. Click the ManageDirect tab.
3. Under Manage My Securities, select Assign View or Transact Rights.
4. Choose the type of security you want to configure and click Select.
5. On the next page, pick the specific security you’re granting access to and click Select.
6. Click the Add button at the bottom of the Assign Rights Detail page.
7. Fill out the Add Rights page:
   • Enter the other person’s TreasuryDirect account number in the Grantee’s TreasuryDirect Account # field.
   • Choose the access level. The page defaults to View rights — switch to Transact rights using the radio button if that’s what you want.
   • Click Submit.

After submitting, the page will show a confirmation with the granted rights and the recipient’s name. The grantee will also get an email letting them know access was given.

Changing or Revoking Access

Go back to the Assign Rights Detail page for the security in question. Hit Edit to change the access level, or Delete to remove it entirely.