Power of Attorney and Joint Banking
How can a Power of Attorney and/or a Joint Account assist with my banking needs?
If you’re thinking about how your finances will be managed as you age or navigate life changes, it is a good idea to plan. A Power of Attorney and/or a Joint Bank Account are tools that can help you manage your money.
It’s a document that gives one person (or more) the authority to manage your money and property for you.
Note: Attorneys do not have the authority to change the Donors membership or accounts to joint. Adding or changing beneficiaries must be signed by the Donor.
Anyone who is of the age of majority could use a Power of Attorney. From an adult child going to university in another province, a hockey player attending away games, to the elderly who requires assistance with their finances.
What you need to know before booking your discovery appointment.
Check out the Public Guardian and Trustee of Manitoba Guidebook here.
Online Banking access is only available currently for individual designates. We can add the POA to the membership and provide a MemberCard with deposit-only access to view balances, deposit cheques or cash.