Originally Posted by
wonderer
Lesson learned ---- you have to be a principal named on the linked account, not just an authorized user. I was just an authorized user for this account for over 30 years, until we put it in a trust 5 years ago and became a principal also.
You are correct on AU's. Issues can also arise with linking a joint account. I had to have a conference call between AMEX fraud and my Credit Union to get an issues resolved a couple months back. Very annoying.