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How do I register my shares jointly?

Updated over 2 months ago

To register your shares jointly, follow the below steps during the investment process:

1) Ensure you select the "Joint" Investor Type in the Contact Information section.

2) Select the Joint Holding Type from the three options presented. If you aren't sure which one to select, hover over the ? icon for more information.

3) Enter Contact Information for both Holders, including full address, DOB, and Tax Identification Number.

4) Proceed to fund your investment and follow steps as required.

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