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Description

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Thank you for considering us for your financial services needs. We are sorry that we cannot continue with your application for the following reasons:
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We have cancelled your application.

If this was a mistake and you would like to fix errors you can return to the application now.


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Funding

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Funding
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Fund via Internal Transfer

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*Required Field(s)
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Fund via Credit Card

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Transfer from another financial institution

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Insufficient Balance
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This account does not have sufficient balance to cover the total required deposit.

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Instant Account Verification
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We offer a way to instantly verify your account information using . We only use this partner service to retrieve information required to transfer funds from your specified financial institution and to verify that your current balance is sufficient for this transaction.
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By clicking the "Continue" button above, you are agreeing to the terms of our user agreement.

'Doing Business As' Information

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'Doing Business As' Information
DBA Business Information
TIN
SSN
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Your Business Tax ID is used for identification purposes.
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Your Social Security Number (SSN) is used for identification purposes and to determine your account opening eligibility.
DBA Physical Address
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Tell Us About Yourself

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Tell Us About Yourself

Optional: Click or tap the card below to pre-fill information with your driver's license.
Personal Information
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Your Social Security Number (SSN) is used for identification purposes and to determine your account opening eligibility.
Current Physical Address
Contact Information
Identification
About Your Employment
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Upload Documents

Please upload the following REQUIRED Documents. Driver's License along with your Mayo Clinic Badge or Official Mayo Clinic Offer letter.
Additional Information

If you are a joint owner on this application, what is the relationship to the primary applicant*
Enter Verbal Password - We will use the Verbal Password as an extra layer of security to verify your identity when calling into the Contact Center or doing a transaction with a teller. We will always ask for the Verbal Password, instead of basic identity questions such as last 4 of your SSN, Address, DOB and/or MMN.*
Re-enter: Enter Verbal Password - We will use the Verbal Password as an extra layer of security to verify your identity when calling into the Contact Center or doing a transaction with a teller. We will always ask for the Verbal Password, instead of basic identity questions such as last 4 of your SSN, Address, DOB and/or MMN.
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Co-Driver's License Scan

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Speed up your application process by taking the BACK image of your US driver's license.
If you do not wish to use this feature, simply close this popup window and proceed.

Recommendation for best recognition:

* Use a dark background

* Make sure all four corners are visible

* Avoid glare

* Make sure image is in focus

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Driver's License Scan

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Speed up your application process by taking the BACK image of your US driver's license.
If you do not wish to use this feature, simply close this popup window and proceed.

Recommendation for best recognition:

* Use a dark background

* Make sure all four corners are visible

* Avoid glare

* Make sure image is in focus

Done no text
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System can't prefill due to ZIP code discrepancy. Please proceed by manually entering the information or correct the value in the ZIP field in the 1st page.
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Minor Applicant Information

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Tell Us About Yourself
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Joint Applicant Information

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About Your Joint Applicant

Optional: Click or tap the card below to pre-fill information with your driver's license.
Personal Information
SSN IconLock SSN IconQuestion
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Your Social Security Number (SSN) is used for identification purposes and to determine your account opening eligibility.
Current Physical Address
Contact Information
Identification
About Your Employment
OK
Upload Documents

Please upload the following REQUIRED Documents. Driver's License along with your Mayo Clinic Badge or Official Mayo Clinic Offer letter.
Additional Information

If you are a joint owner on this application, what is the relationship to the primary applicant*
Enter Verbal Password - We will use the Verbal Password as an extra layer of security to verify your identity when calling into the Contact Center or doing a transaction with a teller. We will always ask for the Verbal Password, instead of basic identity questions such as last 4 of your SSN, Address, DOB and/or MMN.*
Re-enter: Enter Verbal Password - We will use the Verbal Password as an extra layer of security to verify your identity when calling into the Contact Center or doing a transaction with a teller. We will always ask for the Verbal Password, instead of basic identity questions such as last 4 of your SSN, Address, DOB and/or MMN.
Continue no text Or Go Back
Or Finish Later

Beneficiaries Information

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Tell us about your beneficiaries
Are you sure you want to remove this beneficiary?
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Your Social Security Number (SSN) is used for identification purposes and to determine your account opening eligibility.
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Beneficiaries percent share information page

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Tell us about your beneficiary percent shares

Other Products

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Please indicate the percentage of the payout each beneficiary will receive:


Distribute Evenly
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Press this button if you want to assign an equal value to all beneficiaries.

In some cases, 100 cannot be divided evenly by the number of beneficiaries When this occurs, the amount of the first beneficiary will be increased to make the total equal 100%.

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Document Upload Source Selector

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Document Upload Button
Document Capture Button

Document Upload Source Selector

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Document Upload Button
Document Capture Button

Review and Submit

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Review and Submit
Product Selections
Additional Application Information
Applicant Information
Contact Information
Identification Information
Secondary Identification Information
Address
Employment Information
Previous Employment Information
Joint Applicant Information
Joint Applicant Contact Information
Joint Applicant Identification
Joint Applicant Secondary Identification
Joint Applicant Address
Joint Applicant Employment Information
Beneficiary Information
Funding Source
Review Minor Information
Minor Information
Minor Contact Information
Minor Identification Information
Minor Secondary Identification Information
Minor Physical Address
Read, Sign and Submit

Your application is not complete until you read the disclosure below and click the "I Agree" button in order to submit your application.

You are now ready to submit your application! By clicking on "I agree", you authorize us to verify the information you submitted and may obtain your credit report. Upon your request, we will tell you if a credit report was obtained and give you the name and address of the credit reporting agency that provided the report. You warrant to us that the information you are submitting is true and correct. By submitting this application, you agree to allow us to receive the information contained in your application, as well as the status of your application.

Email Agreements & Disclosures
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The links to Agreements & Disclosures will be sent to your e-mail account so you may view/print later.
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One-Time Passcode

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One-Time Passcode
Submit Code

Authentication Questions

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Authentication Questions
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Restart Popup

Do you want to cancel the verification process? Doing so may delay the processing of your application.
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Do you want to cancel the verification process? Doing so may delay the processing of your application.
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Application Completed

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Almost Done

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Almost Done
Please complete the account funding to activate your account.
Fund Later
Funding later may delay account activation

Congratulations

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Funds Pending

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Almost Done

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Almost Done
Please complete the account funding to activate your account.
Fund Now with Plaid
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Funding later may delay account activation

Congratulations

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Funds Pending

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Almost Done

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Almost Done
Please complete the account funding to activate your account.
Fund Now with Repay
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Funding later may delay account activation

Congratulations

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Funds Pending

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Almost Done

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Almost Done
Please complete the account funding to activate your account.
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Fund Later
Funding later may delay account activation

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