The Original Whizzinator
- May 14, 2002
- Reaction score
This is an issue with me as well. I have joint accounts.
My current bank requires both parties to appear on any transactions from joint savings. I don't know how this works on online accounts such as Capital One. Also, I'd like to add a beneficiary POD.
I think you can put both on there but we don't I manage it but that's why I keep it the way I do so that there's no question of anything like that. I honestly don't recall any beneficiaries on any of the CD's that's a good point. I think I probably have one on my primary account and Capital One just uses it for the others but I should verify that to make sure Lucy is the beneficiary.
I think the only access I have to brokered CD's is via etrade.