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. 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. Your joint applicant will receive an email asking them to sign the joint application e-agreements as well.

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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