Joint accounts can be created with any other Betterment customer. You do not need to be married to create a joint account together. Only two Betterment customers can be associated with a joint account. If you wish to create a joint account with someone who is not a Betterment customer, they must first open a personal (individual) Betterment account. (Remember, we never charge for a zero balance account.)
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?