Serve Jackson Hewitt Subaccounts

Subaccounts

Track budgets and manage family spending with subaccounts.

Free to add subaccounts

Add children age 13+ or other family members as subaccount users to easily manage family spending. You can create up to 4 subaccounts and will be able to manage how and where they spend.

Here's how to create a subaccount:

Address

Confirm or edit your physical address. A personalized Serve Jackson Hewitt Card with the subaccount user’s name will be mailed to the primary address on file.
Follow the prompts

Click on Add Subaccount from the home screen, enter the subaccount user’s information, and create a username & password.
Confirm and submit

Confirm the subaccount user’s information and select Create Subaccount. The subaccount user’s personalized Serve Jackson Hewitt Card will be sent to your address on file and should arrive within 7-10 business days.

FAQs

: A subaccount is a feature associated with your Serve Jackson Hewitt Account that provides a convenient and flexible way to give another person age 13 or older access to your money and allows you to maintain control over how much they spend and how they spend it. Seamlessly pay your child's allowance, send money to your children at college, make funds available to the handyman for home repairs, etc.

While subaccount users will receive their own card and log in credentials, the subaccount is linked to, funded exclusively by, and controlled by you as the main Serve accountholder. A Serve Jackson Hewitt Accountholder can have up to four (4) subaccounts per Serve Account.
: You can add money to a subaccount by following the steps below. Note that transferring money from your main account Available Balance to a subaccount is the only way you or a subaccount user can add funds to the subaccount.
Log in to your Serve Jackson Hewitt Account.
From the Home screen, select the subaccount to which you’d like to add money and click or tap on Send money or go to Money Out and select Transfer Out of Main Account.
When you get to the Transfer Out of Main Account screen, select the subaccount you’d like to add money to by selecting it from the list. Enter the amount you want to transfer from your main account to the selected subaccount and select Transfer.
Your money will be transferred to the selected subaccount right away. You will see a confirmation that the transfer has been completed, along with a transaction ID number for reference.
: No, subaccount users do not have access to the Bill Pay feature.
: Follow the steps below to create a subaccount. You can have up to four (4) subaccounts.

Log in to your Serve Jackson Hewitt Account.
Select Add Subaccount from the Home screen.
Confirm or edit your mailing address and select Continue. (A personalized Serve Jackson Hewitt Card with the subaccount user’s name will be mailed to the primary address we have on file for you as the main accountholder.)
Enter the subaccount user’s name and date of birth (to confirm they are at least 13 years of age) and select Continue.
Create a username and temporary password that the subaccount user will use to log in and provide an email address for the subaccount user. Select Continue.
The email address you enter for the subaccount user cannot be associated with any other Serve Account.
The subaccount user will receive an email to verify their email address.
For security, enter the subaccount user’s phone number and select Continue.
The subaccount user’s phone number cannot already be associated with another Serve Account.
Confirm the subaccount user’s information and select Create Subaccount. The subaccount user’s personalized Serve Jackson Hewitt Card will be sent to your address on file and should arrive within 7-10 business days.
The subaccount user will need to verify their email address and activate their personalized Serve Jackson Hewitt Card before using the subaccount.
: It’s easy to set up and manage controls over how much subaccount users spend and how they spend it. To access the Subaccount Settings, simply select the subaccount you’d like to manage from the Home screen. Click or tap on the “gear” icon in the upper right-hand corner of the subaccount summary. You can change the controls you put in place at any time.

From Subaccount Settings you can set the following types of controls for each subaccount:
Enable or disable purchases with the subaccount Card
Set a daily spend limit
Enable or disable ATM access
Enable Low Balance alerts so you are notified if the balance in the subaccounts drops below a level you define
Enable or disable the subaccount user from receiving text or email alerts about the subaccount
Limit access to the subaccount by changing the password, freezing or closing the subaccount

Address

Follow the prompts

Confirm and submit

FAQs