Joint Account and Power of Attorney

Interested in opening a joint account or authorizing a power of attorney with us?

How to open a joint account with us

Joint accounts can be shared by two or more people. They're usually shared by family members or spouses with common financial goals to give transparency and access to multiple parties. Each person will need to have a personal account before getting a joint account.

Apply directly by completing our Joint Account Agreement.

How to get Power of Attorney Authorization

Power of Attorney (POA) is an authorization given by the account owner, which allows someone to act on their behalf.

Power of Attorney can be established by the account owner once their account is activated by completing our Limited Power of Attorney form.

What can a power of attorney do?What can't a power of attorney do?
Trade on the account
Make changes to contact details
Set preferences
Make changes to banking information
Make deposits and withdrawals
Change statement information and settings
Speak on behalf of the client
Change trade confirmation settings
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Have questions? Contact Trading Services

Man smiling at computer

Have questions? Contact Trading Services