Can I open an individual sub-account if I have a Joint Account?
Find out what types of sub-accounts you can open under a Joint Account.Updated 8 days ago
Joint Accounts are treated as trading accounts. This means the way you request additional accounts depends on whether you want another Joint Account or an Individual Account.
Requesting an additional Joint Account: If you already hold a Joint Account with another account holder, you can request an additional joint trading account by contacting our Customer Success team.
Requesting an Individual Account: If you would like to open an additional trading account as an Individual Account, you can request via Client Portal by clicking "Add New Account".