How to open and accept a joint account?

How to open and accept a joint account?

Opening a joint account has never been easier through our app and online banking. To open a Joint Account, you must both be members of Defence Bank and have downloaded our app or know your login details to online banking. Then follow the below steps:

App.

  1. Login to your app.
  2. Under the main menu, select Manage Account and tap Joint Account.
  3. Select Open Joint Account and follow the prompts.

Online banking.

  1. Login to online banking.
  2. Under the main menu, select Products and tap Open Account.
  3. Follow the prompts and select the account type you would like to open.
  4. Once you have selected your account, scroll down and tap the checkbox ‘Joint Account Option’. Here you will need to enter the Defence Bank membership details of the person you would like to share the account with.
  5. Select Open Account.

Once a joint account has been opened, a prompt will be sent to the other account holder asking them to accept the joint account request. They can do this via the app or online banking following the below steps:

App.

  1. Login to your app.
  2. Under the main menu, select Manage Account and tap Joint Account.
  3. Select Pending Joint Accounts and follow the prompts.

Online banking.

  1. Login to online banking.

Under the main menu, select Products and tap on Pending Joint Account, and follow the prompts.  

Find out how to join Defence Bank.