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Joint Accounts

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How do my clients open a joint account?
Can clients have more than one checking account linked to a joint account?
Can clients view their spouse's personal account if they create a joint account with him/her?
Who can access the joint account?
Can clients add an owner to their personal account or convert their personal account to a joint account?
What types of joint accounts do you support?
Can my client have more than one joint account?

Can my client have more than one joint account?

No, Betterment for Advisors only supports one joint account per client.

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Can clients view their spouse's personal account if they create a joint account with him/her?

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