Additional Account Holder (Joint registrations, TOD joint)
- Mercedes Rothwell
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The table below displays the screens that appear when adding an additional account holder.
Screen | Screenshot | Description |
|---|---|---|
Step 1: |  | Scroll to the bottom of the app and select a joint or TOD registration type from the drop-down menu. |
Step 2a: Client Selection |  | Search for a client or add new clients to the system.Enter required client information. Red fields indicate missing information that must be entered. |
Step 2b: Primary Account Holder | Enter primary account holder information. Complete required fields to continue. Red fields indicate missing information. | |
Step 2c: Government Issued ID | Enter the account holder's government issued ID information. Fill out all required fields to continue. Red fields indicate missing information. | |
Step 2d: Legal Address | Enter the account's legal address. Fill out all required fields to continue. Red fields indicate missing information. | |
Step 2e: Employer Information and Affiliations | Enter employer information and affiliations. Fill out all required fields. Red fields indicate missing information. | |
Step 2f: Trusted Contacts Information | To add a trusted contact's information, click Yes and fill out the required information. Red fields indicate missing information. |