Handing over (or taking control of) a custodial account with us.

Work together to make it happen.

A former minor can legally control money in their account once they reach the age of majority, but only with a little help from the custodian.

Former minor’s responsibilities

 

You can also apply for an account by mail.

What to send us


Custodian’s responsibilities

Log in to your account and send us a secure message. Let us know if you want to hand over control to the former minor or close the account. 
 

You can also mail your instructions to us.


Our responsibilities

  • Review the application and all the necessary documents
  • If everything looks good, we’ll close the current custodial account and transfer the money to the former minor’s newly-opened account

 

If you close the account.

We’ll send a check in the former minor’s name to the custodian’s mailing address within 7-10 business days. 

Set yourself up for success.

Now is the time to establish good financial habits and understand the value in saving. Compare our savings accounts for all the ways your money can continue to grow with us.

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Bank 1-877-247-2559

Invest 1-855-880-2559