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How do my clients open a joint account?
Can clients have more than one checking account linked to a joint account?
Can clients view their spouse's personal account if they create a joint account with him/her?
Who can access the joint account?
Can clients add an owner to their personal account or convert their personal account to a joint account?
What types of joint accounts do you support?
Can my client have more than one joint account?

Can clients have more than one checking account linked to a joint account?

At this time, we only allow a single bank account to be linked to a joint account.

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How do my clients open a joint account?

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