We have received a Subpoena for records from 1/1/14 to present day, for one of our accounts. Not unusual on its face, but the person named on this Subpoena was added to the bank account on 5/23/17. Prior to this date, the account was held by another individual who is NOT listed on the Subpoena. My question is, do we only have to provide documents requested from the date (05/23/17), the customer listed on the Subpoena became a joint owner?

Call the issuer and explain the situation.