Frequently Asked Questions

• To be 18 years of age or older as the primary applicant. The primary applicant can add a joint owner to the application who is 15 or older.
• To be a US Citizen or Permanent Resident
• Your Social Security Number / Individual Taxpayer Identification Number
• Government Issued Identification (Driver's License, State ID, or Passport)

If another person will be a joint owner on your accounts, they must enter and validate their personal information.

There are 3 ways to fund your account:

1. Transfer from another Carter Bank
2. Transfer money from another financial institution, using ACH. To complete this transfer, you must provide the routing number and account number for that account.
3. Transfer money from a Credit/Debit card (Mastercard®/Visa®/Discover®). To complete this transfer, you are required to provide the card number, expiration date, and CVV code.

Open your new Carter account | Schedule an Appointment for your Carter Account | Visit Us