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How do I open a joint account?

Posted on August 11, 2021August 13, 2021 by Ginny Sivakumar

You cannot open a joint account on the Fundscraper platform. Each investor must have an individual account for compliance purposes.

Investors have the option to place a joint non-registered subscription on the Fundscraper platform. In order to do so, both investors must complete a KYC confirmation call with a Dealing Representative.

The Fundscraper platform does not have an option to add beneficiaries for registered or non-registered accounts. Registered investments (TFSA, RRSP, etc.) are purchased on an individual basis.

However, at your Trust company, you have the option to add a beneficiary to your registered account.

For instructions on how to invest jointly, watch our how to video below:

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Tag: Mustread

How do I open a joint account?

Fundscraper is currently only available to existing clients.

If you have any questions, email info@fundscraper.com and one of our team members will direct your inquiry.

The Modern Investor's Playbook
to Super Successful Investing

Fundscraper is currently only available to existing clients.

If you have any questions, email info@fundscraper.com and one of our team members will direct your inquiry.

The Modern Investor's Playbook to Super Successful Investing

The Modern Investor's Playbook
to Super Successful Investing