How to Add Someone to Your CIBC Account
Whether you're looking to add a family member, a friend or a business partner to your CIBC Account, this guide will illustrate all the necessary steps to make a successful addition. We will cover three different options: Online Banking, Mobile App and contacting Customer Service. Let's dive into each one of them.
Add Via Online Banking
Online banking provides a straightforward direction for adding someone to your account. There might be slight changes depending on each banking interface, but these would generally be the steps you would need to consider:
- Log into your CIBC online banking account.
- Go to the ‘Accounts’ section and select the account you wish to add someone to.
- Click on the ‘Manage Users’ option (or a similar setting)
- Follow the prompts to add a new user to your account.
Add Via Mobile App
The CIBC Mobile Banking App is a versatile tool that makes banking on-the-go fast and efficient. In addition to performing basic banking tasks, there's also an option to add new users to your account. Here are a few steps you can follow:
- Open your CIBC Mobile App.
- Once logged in, navigate to ‘Accounts’
- Tap on the account you want to add a user to.
- Select ‘Manage Users’ setting.
- Follow the prompts to add the new user.
Add Via Customer Service
If you're more comfortable speaking to a customer service representative or you're having difficulty doing it online or on your mobile device, you can always add a new user to your account by calling CIBC's Customer Service. Here's how to proceed:
- Call the CIBC Customer Service number.
- Speak to a representative about your intent to add someone to your account.
- Follow their instruction carefully.
- Please, have all necessary information ready to verify your account and the person you're adding.
In conclusion, CIBC provides several options for adding someone to your account, each with its own level of accessibility and convenience. Ensure you're making the choice that best suits your particular type of banking style.