How do I open a joint account?

Thank you for your interest in opening a Joint account! Currently, joint accounts are opened manually using paper applications. To get started on your application, please email support providing us with the name and email address of the joint account owner.

To complete your joint application we are also required to have scanned copies of both applicants' IDs on file. You can upload both of your IDs securely to this link.

Once we have this information, we'll send both of you the paperwork for completion via Docu-sign You'll be able to complete and sign the documents to open the account electronically.

Was this article helpful?
0 out of 0 found this helpful