Thank you for your interest in opening a Joint account! With Wealthsimple, you can open joint accounts instantly with our paperless process. Both you and your co-owner will get a Wealthsimple account that you can use to access the joint account. You can open joint accounts using these simple steps:
- Log into your Wealthsimple account
- Go to Add Account Page.
- Fill out the information about the co-owner, click submit and sign.
- This process will create a Wealthsimple profile for your co-owner using the email provided in step 4. They will be able to set a password to complete their profile setup on the Password Reset Page.
- After the secondary owner logs into their Wealthsimple account, fills out the on-boarding questions, and signs the account opening agreement, the joint account is opened instantly.