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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".

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