Traders
Two authorized traders. Shared statements.
Owners
Two
Statements
Shared
Products
Same set as individual
Second owner
KYC on a later screen
Application
Select Joint Brokerage at registration. The second owner’s KYC is a later screen.
Products
Same product set as individual brokerage, subject to approvals.
Two owners, one blotter
Joint brokerage is two owners on one taxable account. Both can be authorized to trade. Statements are shared. Rights of survivorship are collected at opening. They are not assumed because the word joint is on this page.
Select Joint Brokerage at registration. The second owner’s identity check is a later screen. Product access matches the individual account: stocks and ETFs at $0.00 online, and options, margin, futures, or FX only with the extra agreement.