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What is the process for including my partner or spouse in my account?

What is the process for including my partner or spouse in my account?

Account setup

Jamie C avatar
Written by Jamie C
Updated over 2 weeks ago

At this time, we do not support joint accounts, but hope to have this available in our platform in the future.

In the meantime, if you have an investment with us, you can add your partner or spouse as a beneficiary to your account on your User Profile page under Account Beneficiaries.

To update the information for a linked beneficiary, you'll need to delete the existing one and add a new beneficiary.

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