How do I invite someone to be a joint owner on my Summit account?


Log in to your account and go to Settings > Banking Preferences > Bank Account Info.

If your account supports joint ownership, you will see a link to “Invite a joint owner.” Click this link and follow the simple steps provided. Take note of the verification code, as you will need to share this with the person you invite.

The invited joint owner will receive an email. Clicking the link in this email will prompt them to enter the verification code before they can proceed with the application.

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