How is a Joint Account different from an Individual account?

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  • Both account owners have equal access to all of the funds in the Joint Checking and Joint Savings accounts, and equal ownership rights over these assets. 
  • For security purposes, each user has their own unique account numbers and debit card numbers, and they transact from the same balance.
  • Both users names will be printed on any physical checks.
  • Each user has a unique login and password, and can manage their personal information, account settings and documents independently.
  • If both users have individual and joint accounts, each joint account holder has the option to set a monthly Pay What Is Fair (PWIF) amount. The PWIF amount set by each account holder will then be deducted from the account each month. If a user only has a joint account (invited by a current member and never set-up an individual account), they will not be able to set a monthly PWIF amount.
  • Only one user needs to pay for GreenFi Plus for both users to receive Plus benefits on their Joint Savings Account.
  • Only one user needs a qualifying direct deposit OR $500 of monthly qualified debit card spending across both users' activity for both users to qualify for promotional Annual Percentage Yield (APY) for their Joint Savings Account.
  • Only one user requesting to close the account will close the Joint Checking and Savings Accounts for both users.
  • For Joint Accounts opened on or after August 2026, account holders may have both joint and separate individual checking & savings accounts. For Joint Accounts opened prior to 2026, at this time, there is no option to create a separate set of individual accounts. Existing individual accounts cannot be joined.

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