Currently, you cannot update an existing account to have a joint holder. You can open a new Joint account through our Automated Investing platform only. Here are the joint options we offer through Auto Invest:
- Joint Tenants with Rights of Survivorship (JTWROS)
- Community Property
- Tenants by Entirety
Once you create your joint account, the secondary account holder will receive an email. Follow the steps provided to complete the account setup and you're ready to go!