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Open or manage a joint Neo Chequing account

Managed shared money with someone you trust and get Neo Money cards to earn cashback.

A joint Neo Chequing account lets two people share one account with equal access, real-time visibility, and no monthly fees. You can open a new one or convert your existing Neo Chequing account into a joint account.

Tip: Looking for save for shared goals? Open a joint Neo Savings account or add a co-owner to an existing savings account.

Before you open a joint chequing account

To open a joint Neo Chequing account, both co-owners need:

  • To be at least 18 years of age

  • A valid government-issued ID or international passport

  • A valid Canadian Social Insurance Number (SIN)

  • The Neo app updated to the latest version

You can open a new joint Neo Chequing account and invite a co-owner. Or you can add a co-owner to an existing Neo Chequing account.

Note: Joint accounts are only available with the Neo Chequing account and Neo Savings account. You can't open a joint Neo Everyday account.

Open a new joint Neo Chequing account

When you open a new Neo Chequing account, you can choose to make it a personal account or a joint account.

Neo app

  1. Log in to the Neo app and go to Accounts

  2. Tap Add products

  3. Choose a Neo Chequing account

  4. On the Who will use this account? screen, select Me and a co-owner

  5. Continue to invite your co-owner

Web

  1. Log in at member.neofinancial.com

  2. Go to Acocunt (in the sidebar) and find Neo Chequing under Explore products

  3. On the Who will use this account? screen, select Me and a co-owner

  4. Continue to invite your co-owner

Convert your existing Neo Chequing account to a joint account

If you already have a Neo Chequing account, you can add 1 co-owner anytime.

Neo app

  1. Log in and go to Accounts

  2. Select your Neo Chequing account

  3. Tap Manage

  4. Select Add a co-owner

  5. Follow the prompts to invite your co-owner

Web

  1. Log in to member.neofinancial.com and go to the Money section

  2. Select your Neo Chequing account

  3. Open the account menu (the three dots)

  4. Select Add co-owner

  5. Follow the prompts to invite your co-owner

What both co-owners can do

Once the joint Neo Chequing account is open, both co-owners have equal access:

  • View all transactions in real time

  • Move money into and out of the account

  • Send and receive Interac e-Transfers® (select the joint chequing account as the source)

  • Add a Neo Money™ card to earn 1% cashback on eligible gas and grocery purchases

  • Earn additional cashback from offers at Neo partners

Each co-owner gets their own Neo Money™ card linked to the joint account. Any cashback from eligible purchases is added to the Rewards Wallet of the co-owner that made the purchase.

What to know about joint ownership

With joint account, both co-owners have full shared access.

  • Equal access: Both co-owners can withdraw funds at any time.

  • No monthly fees: There are no monthly fees on a joint Neo Chequing account.

  • Your other accounts stay the same: Opening a joint account doesn't replace or affect your personal Neo Chequing account or any joint Neo Savings accounts. You can have 1 personal Neo Chequing/Neo Everyday account and 1 joint Neo Chequing account.

  • Closing the account: Either co-owner can close the account at any time, as long as the balance is $0. If you close the account and want to reopen one later, you'll need to start a new application.

FAQs about joint chequing accounts

How many people can be on a joint account? Two. A joint Neo Chequing account has two co-owners, and both have equal access.

Can I open a joint account with someone who isn't a Canadian resident? Yes, as long as they meet the eligibility requirements — a valid Canadian Social Insurance Number (SIN) and a verifiable identity document.

Do we both need the Neo app? Yes. Both co-owners need to be Neo members and have the app updated to the current version to access and manage the account.

Can we keep our own accounts? Yes. A joint Neo Chequing account works alongside your existing personal and savings accounts — it doesn't replace them.

What is the Neo Money™ card? The Neo Money™ card is a prepaid card that works like a debit card. You can use it to spend in-store and online without manually loading funds. Each co-owner gets their own card linked to the shared account.

Why use a joint account instead of sending Interac e-Transfer® payments? A joint account gives both people one place to manage shared spending — no need to track who owes what or settle up every month.

Can I convert my Neo Everyday account to a joint account? No. Neo Everyday is an older account type that can't be converted to a joint account. To share a chequing account, you can open a new Neo Chequing account and add a co-owner to that.

What if one of us wants to close the account? Either co-owner can close the account at any time, as long as the balance is $0.


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