Almost all Syfe products are available through a joint account - this includes access to Syfe Managed Portfolios, Syfe Brokerage and Syfe Cash Management.

The only exceptions are Supplementary Retirement Scheme (SRS) portfolios and Options trading, which can only be held under your personal account.

Why are some portfolios not suitable on my joint account? 

A portfolio is shown as suitable on your joint account only when it is suitable for both of you individually. We determine this using each holder’s investment profile — the answers you each provided during onboarding, covering things like income, net liquid assets, and investing experience.

If a portfolio is suitable for one holder but not the other, it won’t appear as suitable on the joint account. That said, you can still choose to invest in it — the suitability status is a guide, not a restriction. 

If either of you updates your investment profile, your joint account's suitability is reassessed automatically. This means the portfolios shown as suitable may update too.