Betterment only supports joint accounts with rights of survivorship. This means that upon the death of either owner of the joint account, the ownership of the account goes to the surviving joint account holder. Both holders of the joint account have full access to the joint account and are able to view the account, create goals, transfer funds, and change allocations.
Articles in this section
- What is a joint account?
- Can I have Tax Loss Harvesting+ turned on if I have a joint account?
- With whom can I create a joint account?
- Can I have an IRA in a joint account?
- Can I change the ownership of my joint account?
- What types of joint accounts does Betterment support?
- What is the difference between a joint account and having a beneficiary?
- How can I tell who the primary account holder is for our joint account?
- Do both owners of a joint account need to approve actions taken in the account?
- Will we see our personal (individual) account goals alongside our joint account goals?