Investment and Savings

  1. If the secondary holder is a major (i.e. 18 years and above):
    • The Joint Investment Account will be opened immediately after the secondary holder accepts the application. Both holders must have used MyInfo to set-up their personal investment portfolio
    •  The Joint Investment Account will be opened within one or two business days after the secondary holder accepts the application if either holder manually input their information when setting up their personal investment portfolios.
  2. If the secondary holder is a minor:
    • The Joint Investment Account will be opened within one or two business days.

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