New personal account application

To fill out a new personal account application:

Page 1

1. Indicate whether you currently have a relationship with the financial institution
2. Select Personal Account
3. Enter other required info including email address and password
4. Click the Next button on the bottom

 

Page 2

1. Enter information of all persons that will be signing on the account
2. Add additional signers as needed
3. When finished, click the Next button on the bottom

Page 3

1. Enter beneficiary information, which can be persons or non-personal entities
2. Add beneficiaries as necessary
3. Once ready, click submit to finish the application

 

Page 4 (upload documents)

1. Select documents from your device to upload in each category
2. When ready, click the submit button to transmit the documents to the financial institution.