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Additional Account Appointments

Prepare For Your Appointment

 
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.   

 

Make an In-Branch Appointment 

Make a Phone Appointment 



Events

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Live Homebuyer Webinar on Jan 26

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Business Webinar: How to Write a Business Plan on Jan 27

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Wealth Management Webinar: A Will Is Not The Only Way on Jan 28

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