Add Accounts

Use Cases

Create AccountVSAdd Account

Onboard a new customer for a physical card.

Add a secondary account to an existing account holder, such as a savings or overdraft account. For overdraft accounts, also consult the Creating an Overdraft Account guide.

Onboard a new customer for a virtual card.

Add a secondary card product to an existing account holder, either a virtual or personalized card.

Create a secondary account for a different customer other than the primary account holder, such as a spouse or child.

Do not follow this procedure to:

Create AccountVSAdd Account

Add a secondary account to an existing customer; instead, see the Adding an Account guide.

Onboard a new customer for a physical or virtual card; instead, see the Creating an Account guide.

Add an overdraft account; instead, see the Creating an Overdraft Account guide.

Deposit funds into an account at the time of account creation; instead, see the Creating an Account guide.

Create an instant-issue card; instead, see Setup for Instant Issue.

Create a secondary account for a different customer other than the primary account holder, such as a spouse or child; instead, see the Creating an Account guide.

Create an account for a Digital First account, where you provide a digital version of the card for customers to use while the physical card arrives; instead, consult Digital First cards in the Choose a Card Strategy guide.

Break out the account-creation steps into component parts, such as passing Galileo CIP before creating an account; instead, use Start Enrollment and Complete Enrollment. For directions see the Start Enrollment process in Customer ID Verification (KYC/CIP).

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