Citation Invest Joint Account enables two people to save and progress toward investment goals together. Both holders in a joint account have joint ownership of the assets in the account and can create goals, transfer funds from the linked checking account, make allocation changes, and view the account.

First, create an individual Citation Invest account. Remember, you do not have to fund your Individual Account, and you can delete it afterwards without any fees or penalties. After you’ve created your Individual Account, you can proceed to open a Joint Account.

The account holder that opened the joint account is designated as the primary account holder. However, note that a Citation Invest Joint Account is legally owned by both parties associated with the account.

Our Joint Account can be opened with any investment partner of your choosing, and you do not need to be married. Your partner could be someone you’re in a long-term relationship with, your married spouse, your child, your friend, your business partner, etc. As long as you both have a shared financial goal.

You can only have one joint account at a time. Should you ever need to open a new joint account with a new person, you can simply close your old one.

More of the questions you might have can be answered by our expert client assistants. Chat with us.