Joint account holders may request a second username for the second holder of the account in one of two ways:
- During the application process. The application will ask if you would like to create a second user name for the second account holder. Create a user name and enter their email address, and an email will be sent to the email address provided to complete the user name registration.
- After the account has been approved.
- Log into Client Portal
- Click the User menu (head and shoulders icon in the top right corner) followed by Settings
- Under Account Settings find the Users & Access Rights section
- Click on Users & Access Rights
- Click on the Add "+" icon next to Users.
- You will be presented with the Add User page and within the page, select Yes next to Is this user for the second holder on the account?
- Follow all of the prompts on the page.
Additional Information
- Adding a user for an approved account in the Client Portal Users' Guide.