We offer Joint Accounts for clients who wish to share ownership of their investment account. This feature is available for both Self-Investing and Advisory Accounts.
Both owners must reside in the same country and be of legal age. This account type requires a minimum balance of $5,000. If the balance falls below this threshold, a $10 monthly maintenance fee will apply until the requirement is met.
Required information includes detailed residential addresses, legible copies of valid government IDs, and employment information for both parties.
The opening process combines digital steps with specific manual forms. If you are interested in a Joint Account, please contact us at support@folionet.com.
