Opening a Sarwa Invest joint account is similar to opening an individual account, but both joint-account holders (the primary and the secondary account holders) need to complete their own and separate applications.
Here are the steps:
1. Both account holders need to register on our website or mobile application, and answer a few questions - the algorithm assesses your risk profile, and recommends a globally diversified portfolio based on your answers
2. When prompted to select a type of account, select "Joint Account" and input the email address of your joint account holder
3. Upload the necessary documents
Following this, we will contact you to help set up the joint account!
Joint accounts with Sarwa Trade are not currently supported.
