Both you and your joint holder need to complete these steps on your personal accounts first:
- Complete the KYC process - verify your identity and sign the Syfe Client agreement on your personal account.
- Complete your investment profile - fill in your risk appetite, investment horizon and other financial objectives.
- Activate Brokerage - sign the Brokerage agreement individually so that your joint account can trade in all our markets.
- Complete the Customer Knowledge Assessment (CKA) and Customer Account Review (CAR) - enable your joint account to have open access to all our products.
Once both of you are ready, either of you can send a joint-account invitation from the app. The other person accepts and you’re in - no extra paperwork needed!
How do I access my joint account?
You can access your joint account directly through your personal Syfe account - separate login credentials are not required.
