How do I open a Joint Account?

To open a Joint Account, click the Kapitall Generation Portfolio located on the Playground and select the option to Complete Application from the Action Menu.

 

After clicking on Complete Application, please choose the option: Pro Portfolio.

Once you click on Pro Portfolio, the Brokerage Application will begin to load.

Click on the Joint Portfolio, select the appropriate joint agreement and then choose the account you would like to set up: Margin, Cash Only or an IRA. Click on the Continue button located on the bottom of the page.

You will then be taken through the account application process. You will need to complete information for both the primary account owner and the secondary account owner.

Please review the Agreements and submit your Application.

Once you have submitted the application, you will be able to enter your funding info or have the option of funding later.

*Please Note: You must be a U.S. Resident and have a valid U.S. Social Security Number in order to apply for a brokerage account with Kapitall Generation.

Have more questions? Submit a request

0 Comments

Please sign in to leave a comment.