How do I open a joint account?

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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