Opening Minor Accounts: Ownership, CIP & Access
June 3, 2026
Live Webinar:
DateJun 3, 2026Duration90 minutes
12:00 PM PDT01:00 PM MDT
02:00 PM CDT03:00 PM 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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