Joint account
Explore the benefits of a Totality joint account for shared financial control
Looking to open an Individual, Corporate, Trust or SMSF account?
Better together, benefits of a Joint Account:
Streamlined finances
Manage investments more effectively and simplify by consolidating multiple individual accounts into one.
Shared control
All account holders have equal control over the account, ensuring that each individual has the ability to manage and oversee the account's activities.
Simplified transfers
Funds can be transferred between private and joint accounts through trade tickets.
Simplified investment management
One platform, one account, two users. Managing shared investments has never been easier.
Aligned finanical growth
Grow your portfolio together with a unified investment strategy
Access to global markets
Access over 120 global exchanges to trade various instruments, including FX, FX options, CFDs, stocks, ETFs, futures, listed options, and bonds.
How to get started
1
Open a Totality account
Open a joint account here, where you will be required to fill out the required information for all account holders.
2
Verify identity
Provide identification documents for each account holder to verify their identity.
3
Fund the account
Deposit funds into the joint account to start trading and investing.
4
Set Up Preferences
Customise account settings and preferences to suit your trading strategies and goals.
5
Start Trading
Begin trading and investing across multiple asset classes and global exchanges while all parties have the ability to manage and oversee the account's activities.
Australia’s trusted one-stop broker for complete worldwide market access.
Sectors
From energy to healthcare and technology, you can find an asset for sector or industry you're after.
Asset classes
Use ETFs to gain exposure to asset classes beyond equities, including fixed income, commodities, and property.
Geographies
Go global with the widest product range available locally — stocks, ETFs, forex, options, and more, all in one account.
Frequently asked questions
Can I open a joint account with a friend?
Joint accounts are exclusively available to direct family members, including spouses, siblings, and parents with their children.
Please be aware, both applicants must be at least 18 years old to apply for an account.
Can more than two people enter into a joint account?
A joint account can only be opened between two direct family members.
Can I transfer positions from my existing account?
Current positions cannot be transferred to joint accounts.
How does funding work?
Both parties can deposit into the joint account.
How do withdrawals work?
Both parties can withdraw from a joint account.
Can I transfer stocks at Totality?
You can transfer your existing stock portfolio to Totality after you have opened a Totality account. The stocks are owned (registered) by exactly the same party/name as the one on the Totality account.
Log in to the platform, go to the ‘Account’ section, select ‘Deposits and Transfers’ and then ‘Portfolio Transfer’.
If you didn’t find what you were after, contact us directly and we’ll be pleased to help.
Start investing together with Totality
