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Joint accounts

A joint brokerage account is shared by two individuals. Joint brokerage accounts are most commonly held by spouses, but are also opened between family members, such as a parent and child, or two individuals with mutual financial goals, such as business partners.

We offer the following type of joint brokerage account:

  • Joint Tenants with Rights of Survivorship: Both owners have equal rights to this type of account. If one owner dies, the survivor will inherit the decedent’s share of the account.

If you want to open a joint account, you and the other account holder must create individual accounts first. Once that step is finished, each account holder must fill out the contact form, by selecting the issue Joint account, and include the following information on the description: 

  1. Name of the other account holder;
  2. Email of the other account holder;
  3. Who will be the primary user.
  4. Confirm that you have read, and agree to the Joint account disclaimers:;

We will then reply requesting any additional information, or simply create the joint account if no further documentation is needed.


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