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Investment and Savings
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:
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.
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