Overview
Transfer Funds
Activity
Manage Accounts
My Bank Accounts
My Brokerage Accounts
Search for the Financial Institution
Select the Institution Name
Enter Account Details
Verification
Account Ownership
Select the owner of the account you want to add
Select if you are the primary owner of this account.
(My name appears on this account as the primary owner, not the joint owner.)
Select if the owner of this third party account is someone other than yourself.