Prepare For Your Appointment

What to expect:

An iTHINK Financial Member Service Advisor will meet with you either in-branch or over the phone to provide assistance with adding an account to your existing membership account, such as a Checking account, Certificate, IRA, or HSA.

Documents you may need:

  • Valid U.S. Driver’s License, Passport, or State ID
  • Credit/Debit Card or U.S. Checking/Savings account for deposit to fund the new account
  • Supporting documentation for your request (such as Articles of Incorporation, Partnership Agreement, Trust Agreement, Power of Attorney, Letters of Administration, etc.).
    • Please advise the Member Service Advisor calling to confirm your appointment what type of account you intend to open. They will advise what documentation is needed for your request.
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