Both you and your joint holder need to complete these steps on your personal accounts first:
- Verify your identity — complete KYC and sign the Syfe Client Agreement on your personal account.
- Complete your investment profile — share your risk appetite, goals, and investment timeline.
- Activate Brokerage — sign the Brokerage Agreement to unlock trading in your joint account.
- Complete the Customer Knowledge Assessment (CKA) and Customer Account Review (CAR) — this gives your joint account full access to all Syfe products.
Once you're both ready, either of you can send a joint account invitation from the app. Follow the step-by-step guide below to get started.
The other person accepts and you’re in — no extra paperwork needed!
What happens if I send an invite to someone who does not have their own personal Syfe account?
In order for 2 individuals to create a Syfe joint account together, they would both need to have their own personal Syfe accounts.
Your joint account holder will have to create a new Syfe account and complete the above 4 steps on their personal account first. Once these are completed, they will be able to accept your joint account invitation successfully.
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.
