Joint investment accounts must be registered in more then one name. Joint brokerage accounts, upon approval, will have the ability to trade on margin and options in this account type. We offer the following types of Joint Brokerage accounts:

  • Joint With Rights of Survivor-ship – All assets in the account will go to joint account holder upon death of one of the holders. Not available to residents of Louisiana.
  • Joint Tenants in Common – Upon the death of one account holder, the specified percentage of ownership falls to their estate. Not available to non-resident aliens. Please specify percentage of account ownership.
  • Joint Tenants by Entirety – Where ownership of property is treated as though the couple were a single legal person.

 

To find out more about Joint accounts, either call our office at
(877) 68-ALAMO – or – (877) 682-5266, fill out our brief contact form or email [email protected].