During the Application Process
When completing the initial application, you will be asked if you want to create a second username.
Enter the second holder’s email address.
An email will be sent to that address to complete registration.
After the Account Has Been Approved
Follow these steps in the Client Portal:
Log into the Client Portal
Click the User menu (head and shoulders icon in the top right)
Select Settings
Scroll to Users & Access Rights
Click on Users & Access Rights
Click the Add "+" icon next to Users
On the Add User page, select Yes to “Is this user for the second holder on the account?”
Follow the prompts to complete setup