How to Open a Bank Account for a Minor

It’s never too early to help your kids develop smart financial habits. Opening a bank account with your child can be a fun way to teach the ins and outs of saving and spending money at a young age. However, you may have some questions about how to open an account for a minor. The process is generally simple, and with this step-by-step guide, you’ll be on the path to saving for your child’s future.

Why open a bank account for a minor?

Opening a bank account for a minor has many benefits. Learning how banks work, creating savings goals and watching the money earn interest can help a child develop money management skills. Learning the basics of bank procedures and savings can help build your child’s confidence and sense of independence.

If your child is slightly older, there are even more reasons to get involved.

Opening a bank account can prepare your child for an independent lifestyle outside of the home. It may also better prepare your child to pay for college or understand how to access funds before moving out. If your child is looking to get a part-time job, opening a bank account can offer an opportunity to learn about direct deposit, paying taxes and creating short- and long-term financial goals.

What types of bank accounts are available for minors?

Generally, there are 2 common types of bank accounts available for minors: custodial and joint.

  • A custodial account is owned by the child but managed by an adult until the child reaches the set maximum age, which can vary from state to state. Custodial accounts may also hold assets like stocks and bonds.
  • A joint account is co-owned and managed by the adult and the child. Joint accounts can allow a parent to set rules and limitations on account usage and provide for easy transfer of funds. Joint accounts can be savings or checking accounts.

Step-by-step guide to opening a bank account for a minor

Opening a joint bank account with your child is generally a simple process. While it may be easier to open an account online, taking your child to a local bank branch can be a good learning experience. The bankers and tellers at the branch can answer questions and provide more detailed instructions for first-time account holders. Also, some banks may not offer online applications for account for minors. Here’s how to set up a bank account at your local branch.

Research your options

The first step in opening a joint bank account with a minor is to choose where the account will be located. It can be convenient to open an account at the same bank you use, so you can transfer funds quickly and avoid juggling multiple systems or apps. You can generally walk into your local branch to speak with a representative but be aware that some banks may require an appointment.

Gather your documents

Whether you’re opening an account in person or online, you will likely need certain documents and information. Bring your government-issued ID as well as identification for the minor. This may include a passport, birth certificate, and/or Social Security card. Be ready with your birth dates, contact information and full legal names.

Set the specifics

Depending on the type of account, you may be required to set specific details, such as withdrawal limits or spending parameters. Discuss these specifics with your child, emphasizing the importance of spending within their limits and making regular deposits to maintain their balance.

Make your initial deposit

Now it’s time to fund your joint account. This can be done by transferring funds from your other personal account or by depositing cash or a check directly at the branch. Let your child roll coins or bring their piggy bank to make things extra special.

Set your child up for financial success

Opening a joint bank account with a minor can help their financial success as the years go by. Setting up the account early may increase the amount of interest accrued and help your child feel a sense of independence. If you have any questions about opening a joint account with a minor with Citi, speak to a representative at your local branch and start saving today.

Disclosure: This article is for general educational purposes. It is not intended to provide financial advice. It also is not intended to completely describe any Citi product or service. You should refer to the terms and conditions financial institutions provide for various products.

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