In order to create and fund a joint account or Joint Revocable Trust Account, we will need to verify the personal information of both members of a household. Whether you invite clients together as part of a household or invite clients individually, it’s easy for clients to provide sign up and create a joint account. Depending on how they were invited, they’ll see a few different options:
- During a single internet browsing session, clients can fill out personal information for both members of the household, and then proceed to create a joint account. In this scenario, only one household member would need to set up a password for Flourish Cash.
- Alternatively, clients can fill in their personal information separately, in which case both clients would need to log in to Flourish Cash. Even if you only invite one member of a household to Flourish Cash, clients will be able to send a separate invitation to their partner.