What to expect:
An iTHINK Financial Member Service Advisor will meet with you either in-branch or over the phone to provide assistance with adding an account to your existing membership account, such as a Checking account, Certificate, IRA, or HSA.
Documents you may need:
- Valid U.S. Driver’s License, Passport, or State ID
- Credit/Debit Card or U.S. Checking/Savings account for deposit to fund the new account
- Supporting documentation for your request (such as Articles of Incorporation, Partnership Agreement, Trust Agreement, Power of Attorney, Letters of Administration, etc.).
- Please advise the Member Service Advisor calling to confirm your appointment what type of account you intend to open. They will advise what documentation is needed for your request.