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Knowledge Base Article

How to set up multiple accounts with transfer options

I am interested in setting up a joint Savings Account with my friend. We are both members of Delta Community. What steps do we have to take to set up the account, and to allow transfers between both our individual accounts and the new joint account?

If you each have a membership, you are not able to jointly open a third membership or have another Primary Savings Account under one of your memberships. If you do not wish to add each other as joint owners on your existing savings accounts, you may consider opening an Additional Savings Account or a Money Market Account under one of your existing memberships and adding the other person as joint owner on that account.

To complete transfers to the Savings or Checking Accounts of other Delta Community members you may use the transfer option in Online Banking or Self-Service IVR. View the Online Member to Member Transfer instructions.