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Add a joint owner

This step-by-step guide is here to help make your Civic experience faster and easier! Your experience may be slightly different than this guide, depending on the device you’re using. If you need additional help, contact us at 844-772-4842.

Device instruction type

1. View accounts dashboard

Once you log in, you will see your accounts dashboard. This screen displays all your Civic accounts and cards, and any external or aggregated accounts you may have set up.

Civic app screen that list the accounts and balances.

2. Tap More

In the menu at the bottom of your screen, tap More.

Civic app screen that highlights the selection of more.

3. Tap Add Joint Owners

Under the Utilities section close to the bottom of the screen, select Add Joint Owners to start the application process.

Civic app screen that highlights the selection of Add Joint Owner under Utilities.

4. Read instructions

Begin by reading the important instructions for the application process.

Pro-Tip

You and the joint owner should fill out the application together to ensure all their information is correct and valid.

Civic app screen showing the terms for adding a joint owner.

5. Tap Let’s Get Started

After reading the instructions, select Let’s Get Started to begin an application. Your personal information will pre-populate, and you can add your new joint owner’s information.

Civic app screen that highlights the selection of Let's Get Started.

1. View accounts dashboard

Once you log in, you will see your accounts dashboard. This screen displays all your Civic accounts and cards, and any external accounts you may have set up.

Civic online banking screen that list the accounts and balances.

2. Scroll to ‘Quick Links’

Scroll down and on the left side of the screen, you will see a section labeled Quick Links. From that section, select Add Joint Owners to start the application process.

Pro-Tip

With a Civic checking account, your first order of standard checks are on us!

Civic online banking screen highlighting Add Joint Owner under quick links.

3. Read instructions

Begin by reading the important instructions for the application process.

Pro-Tip

You and the joint owner should fill out the application together to ensure all their information is correct and valid.

Civic online banking screen showing the important instructions before adding joint owner.

4. Click Let’s Get Started

After reading the instructions, click Let’s Get Started to begin an application. Your personal information will pre-populate, and you can add your new joint owner’s information.

Civic online banking screen highlighting the Let's Get Started button.

CONGRATS!

That's all for this lesson. Keep up the momentum!