Edit Joint Owner Name and Address

These steps explain how to edit joint owner information.

1. Launch Tool #20 Update Account Information.

2. In the Sub-Account Maintenance pop-up, enter the account base of the primary account holder.

3. Click the forward arrow.

4. On the Existing Account Maintenance screen, enter the suffix of the sub-account tied to the joint owner.

5. Click the forward arrow.

6. Click the Secondary Names button on the Account Information Update screen.

   • The exclamation point on the button indicates there is a secondary name (joint owner, beneficiary, or misc. owner) on the account.

7. Select the joint owner from the list on the Secondary Names Linked to This Account screen.

8. Click Change.

9. Check the Update name and address information box in the Link a Secondary Name to This Account pop-up.

10. Click the forward arrow.

11. Update the joint owner information as needed on the Address, DBA, & Other Maintenance screen.

12. Click the forward arrow.