Partnerships are formed when two or more individuals get together to operate a business. Use this chart to find out how to manage these accounts.

If you…

then you need to…

…wanted to add or remove a Partner and as a result have formed a new Partnership.

…close the existing account and open a new Coast Capital Savings account as this represents an entirely new Partnership agreement.

…wanted to add or remove a Partner and the existing Partnership will continue.

…update the Partners for the partnership.

…changed the people that can perform a transaction.

…update the Signers for the partnership.

Corporate partnerships (between businesses) are complicated arrangements that can only be discussed in branch, if you need help with this or need more detailed information then please contact us.

Update Partners

Update Signers