How do I open a joint account?

If you haven't opened your Wealthsimple account yet, you can indicate you would like to open a joint account during the set-up process. Please note, the Joint Application process will not become apparent until after initial account onboarding. More on how to open your Wealthsimple account here.

If you already have a Wealthsimple account, you can add a joint account in a few easy steps:

  1. Log into Your Wealthsimple account
  2. Click the Add another account button on the right side of your screen.
  3. Select Joint Account and click “Submit”
  4. Fill out the information about your joint applicant and click submit and sign.
  5. Sign the account opening e-agreement.
  6. This process will create a Wealthsimple profile for the joint applicant using the email you provided in step 4. The joint applicant must complete their profile setup and can do so by requesting a password reset for their newly created account. 

That's it! You and your joint applicant will be able to access and fund your account using the Joint Account tab.

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