What is a joint account?

Our joint accounts enable two people to save and progress toward investment goals together. Both holders in a joint account have joint ownership of the assets in the account and are able to create goals, transfer funds from the linked checking account, make allocation changes, and view the account.

We only support joint accounts with rights of survivorship. This means that upon the death of either owner of the joint account, the ownership of the account goes to the surviving joint account holder.