R-Desktop : Working with Accounts : Adding an Account : Add Account—Joint Applicant tab
Add Account—Joint Applicant tab
Fields for this tab are described in the following table.
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.