BRYANTPAUL
CAPITAL GROUP
INVEST TOGETHER

Build your future.
Together.

A Joint Investment Account gives two account holders the ability to invest, manage assets and pursue financial goals together from one shared investment account.

Open a Joint Account How It Works

INVESTING AS A TEAM

One account. Two investors. Shared possibilities.

A Joint Investment Account allows two eligible account holders to share ownership of an investment account. It can help couples, partners and other eligible investors coordinate their investing and work toward shared financial goals.

Both account holders can have visibility into the account and its investments, making it easier to stay informed and aligned as you build your portfolio together.

A joint account may be suitable for:

Couples and spouses

Coordinate long-term investing and shared financial priorities.

Partners

Manage eligible shared investments from one account.

Shared financial goals

Invest toward major life goals with a coordinated strategy.

DESIGNED FOR SHARED INVESTING

Invest together without compromising flexibility.

Access the same powerful investing tools, market research and portfolio capabilities while maintaining a shared view of your investments.

Shared visibility

Stay informed with a shared view of account balances, investments and portfolio activity.

Broad investment access

Build a diversified portfolio using eligible investment products and market opportunities.

Secure account access

Security controls and account protections designed to help safeguard your investing experience.

Make decisions together

Use research, market insights and portfolio tools to support more informed conversations about investing.

BUILD YOUR PORTFOLIO

More ways to invest for the future you share.

Your investment strategy should reflect your goals, time horizon and tolerance for risk. A Joint Account can provide access to a broad range of investment opportunities.

Stocks

Invest in individual companies and participate in the potential growth of public markets.

ETFs

Diversify your portfolio through exchange-traded funds covering different markets and strategies.

Bonds

Explore fixed-income investments that may play a role in portfolio diversification.

International markets

Explore opportunities beyond domestic markets and build broader portfolio exposure.

GETTING STARTED

Open your Joint Account in a few steps.

1

Start your application

Begin the account opening process and provide the required information.

2

Add the second account holder

Provide the required details for each eligible joint account holder.

3

Fund your account

Transfer or deposit funds using the available funding options.

4

Start investing

Build and manage a portfolio that supports your shared investment goals.

CHOOSE THE RIGHT ACCOUNT

Compare your investing options.

View All Accounts

Joint Account

A shared investment account designed for two eligible account holders investing toward common goals.

You're viewing this account

COMMON QUESTIONS

Joint Account FAQs

A Joint Investment Account is an account held by two eligible account holders. It allows the account holders to maintain a shared investment account and pursue investment goals together.
Eligibility requirements can depend on applicable laws, regulations and account policies. Each proposed account holder may be required to provide identification and other information during the application process.
Joint accounts are designed to provide eligible account holders with access to account information according to the account structure and applicable permissions.
Available investment products may include eligible stocks, ETFs, bonds, funds and other investment opportunities available through the platform.
Joint investment accounts and retirement accounts generally serve different purposes. You should review the available account types and their features before deciding which may be appropriate for your goals.

INVEST TOGETHER

Your goals are shared.
Your investment journey can be too.

Start exploring how a Joint Investment Account can help you and another eligible investor work toward your financial goals together.

Open a Joint Account Explore All Accounts