It is a pre-requisite for both parties to set up your MoneyOwl user account and Personal Investment Account before opening your Joint Investment account. You will need to decide who will be the primary and secondary holder for the Joint Investment Account. The primary account holder will initiate the Joint Investment Account opening process. For primary holder:
- If you are our existing investment client:
- Log in to your MoneyOwl Account
- Under Investment and Savings Card> Select one of the portfolios
- Click on ‘Add Portfolio’> Select ‘Joint Account’ Card> Select ’18 and above’
- Fill in Secondary Holder’s details (Last 4 characters of NRIC/ Passport, relationship with primary holder & MoneyOwl registered email address) and proceed accordingly
- If you do not have a MoneyOwl account and/or Personal Investment Account:
- Set up your MoneyOwl User Account
- After creating a MoneyOwl account, click on Start Investing under Investment & Savings Card and proceed accordingly.
- Once your Personal Investment Account has been opened successfully, you may follow the steps below to create Joint Investment Account:
- Log in to your MoneyOwl Account
- Under Investment and Savings Card> Select one of the portfolios
- Click on ‘Add Portfolio’> Select ‘Joint Account’ Card> Select ’18 and above’
- Fill in Secondary Holder’s details (Last 4 characters of NRIC/ Passport, relationship with primary holder & MoneyOwl registered email address) and upload the necessary document(s) and proceed accordingly
For secondary holder: Log in to your MoneyOwl Account and accept the invitation for the Joint Investment Account to start investing. Please note that it is a pre-requisite to have set-up a MoneyOwl user account and a personal investment portfolio.
