Opening Minor Accounts: Ownership, CIP & Access
June 3, 2026
Live Webinar
DateJun 3, 2026Duration90 minutes
08:00 AM PDT09:00 AM MDT
10:00 AM CDT11:00 AM EDT
- Unlimited connections for your institution
- Available on desktop, mobile & tablet
- Take-away toolkit
- Presenter’s contact info for questions
On-Demand Webinar
- Unlimited & shareable access starting two business days after live stream
- Available on desktop, mobile & tablet devices 24/7
- Take-away toolkit
- Ability to download webinar video
- Presenter's contact info for questions
This program will help you confidently manage minor accounts by clarifying what you can and cannot do for under-age accountholders.
Learn how to set up accounts for children and
grandchildren, review available ownership options, and understand how to
transition minors into adult accounts. We cover essential dos and don’ts for
account setup, check handling, and granting access. Join us for this concise,
information-packed A‑to‑Z session on managing minor accounts.
Presented By
Gettechnical Inc.
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