Can clients have more than one checking account linked to a joint account? At this time, we only allow a single bank account to be linked to a joint account. Related articles Can clients view their spouse's personal account if they create a joint account with him/her? How do my clients open a joint account? Can I move my funds from my personal account to a joint account? Can advisors share a household or client with other advisors? Do you support Roth conversions?
