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Oct 18, 2023

Setting Up Your Joint Savings Account - A Step-by-Step Guide

Are you ready to take your financial partnerships to the next level while making a positive impact on the environment? Setting up your Joint Savings Account inside your Atmos Financial account is a straightforward process that allows you to collaborate on your finances with ease. In this step-by-step guide, we'll walk you through the process of creating and managing your joint savings account within the Atmos Financial platform.

Step 1: Log In to Your Atmos Financial Account

Start by logging in to your Atmos Financial account using your username and password. If you don't have an Atmos account yet, you can sign up on our website.

Step 2: Navigate to "Add Savings"

Once you're logged in, you'll see your dashboard. Scroll down to navigate to the "Add Savings" section. Here, you'll have the option to create a new account.

Step 3: Select "Joint Savings"

Click on the "Create New Savings" button and choose "Joint Savings" from the available account types. This will initiate the process of setting up your joint savings account.

Step 4: Add Your Partner

Next, you'll be prompted to add your financial partner. You'll need to know the email associated with their Atmos account. If they are not already Atmos customers they'll need to apply before opening a joint account. Learn how to refer someone to Atmos and recieve a $10 bonus for you, $10 bonus for them, and $10 for a nonprofit of your choice.

Step 5: Review and Confirm

Take a moment to review the details you've entered, including your partner's information and the account name. Make sure everything is accurate, and when you're ready, click "Confirm."

Step 6: Your Partner Will Confirm

Once you have requested to open a joint savings account, your partner will be notified via email. They will need to accept that joint account from the email prompts.

Step 7: Funding Your Joint Savings Account

Once your joint savings account is created, you can fund it by transferring money from your primary account or linking an external account. Choose the funding option that works best for you.

Youtube video cover screen. Open an atmos joint savings account

Conclusion: Get Started Today

Setting up your Joint Savings Account inside your Atmos Financial account is a breeze, and it offers a fantastic opportunity to strengthen your financial partnerships while supporting sustainability. With easy-to-use tools and a commitment to making a positive impact, Atmos Financial is here to help you achieve your financial goals while making the world a greener place. Get started today, and join us in building a brighter future for all.

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