Item | Description |
|---|---|
Spouse/Non-Spouse | Select whether the joint owner is for a spouse or not. |
Name | Click the Find button to search for and select the name of the joint owner. |
Statement Copy | Click check box if you want to send a copy of the statement to the joint owner. |
Confirm Copy | Select check box if a confirmation copy is to be sent. |
KYC Information | Click Find to search for and select an existing KYC for the account. For more information about KYCs, see Adding an Account KYC. |
Address Information | If you want to select an address, click the Account Mailing Address check box, then select from the list. |
Status | Select from the list. |
Next | Click to advance to the next tab. |