If you already have an investment account and want to open a new Joint investment account, simply head to your Settings page > Click on the account drop down menu > Create a new account as long as the new account is also associated with you.

If you've already opened an individual account, your details should be saved and pre-filled. You would then only need to add your co-holder's details.

The account co-holder will automatically receive an email to access the account as soon as it becomes active. They will be able to log in or create a new Pearler profile using the email address provided for them on the application to automatically gain ful access to the Joint account. No need to submit another application from the co-holder's login.

If you have more questions, feel free to reach out via help@pearler.com or our live chat function :)