Joint account

Want to combine finances with your spouse, business partner, or friend?
Try our Joint Account.

Joint status allows:

1 The ability to pool resources together

2 Full access when all owners are alive or after the demise of one partner

3 No probate. The account can be passed directly to the surviving partner

Equal rights and access

Both owners have equal rights and access to the account.

As long as you have similar financial goals, you can open a Joint Account on Equity Markets Pro and start investing together on equal status.

Equity Markets Pro Joint Account

Our Joint account allows two or more account holders listed on it. This account allows two or more people to have control of an investment account, enabling them to do trades, make deposits and withdrawals, and take other actions related to their investments.

Benefits of our Joint Account

  • With our Joint Account, you can work together to save and invest toward a common goal. Together, you can save for a new home, plan for retirement, or simply look to grow your money, you can pool your resources together to help you reach your goals faster.
  • With our Joint Account, you can combine your money for investing purposes. But, you can decide to have one person among yourselves with more financial savvy manage the account. This approach is a smart option if one person wants to invest, but prefers to be more hands-off.
  • If you have our Joint Account and you pass away, the account will pass to your beneficiary through your will. No probate process as we have reduced the processes involved for the account to be passed to your partner.
  • You can invest in different types of securities, such as mutual funds, exchange-traded funds (ETFs), individual stocks, and bonds, etc. To open a Equity Markets Pro Joint Account, you only need basic personal and financial information about each account holder.

Protections you’ll waive

  • Leverage restrictions applicable to Retail clients do not apply to Joint. But remember, with increased leverage comes increased risk
  • You will not have negative balance protection. Should your account fall into a negative balance, you will be obliged to make additional payments – meaning losses can exceed deposits
  • As you understand the risks associated with trading complex financial products, we will not impose product restrictions upon you
  • We may not provide you with any standardised risk warnings as you already understand the associated risks
  • We may use more sophisticated language when communicating with you. However, we’ll always communicate in a clear, fair and not misleading way

Joint client margin rates

Get started

Use securities as collateral

As a Joint client, you can use a percentage of your shareholdings as
collateral for margin trading. 

 
 

Why trade with Equity Markets Pro?

Global market access

Access over 40,000 instruments, across all asset classes, from a single cross-collateralised account and hold and deposit funds in 18 currencies.

Powerful platforms

Place and manage orders in the blink of an eye with webtrader.ai, our most powerful platform yet, or trade on the move with webtrader.ai.

Industry-leading prices

Benefit from market-leading entry prices and get tighter spreads and lower commissions when you upgrade your trading tier.

Expert support

Receive best-in-class digital support as standard and unlock even better personal service with our premium trading tiers.

Frequently asked questions

For more information, please contact us

If you didn’t find what you were after, contact us directly and we’ll be pleased to help.