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: