Joint trading account
Manage shared investments with equal control and transparent access. A single account for partners, families, or co-investors who want to trade and invest together.
Looking to open an Individual, Corporate, Trust or SMSF account?
Better together, benefits of a joint account:
Streamlined account management
Consolidate multiple individual accounts into one shared structure to simplify oversight and reduce administrative work.
Shared control
All account holders have equal access to the account, ensuring each person can view, manage, and approve activity.
Simplified transfers
Move funds between private and joint accounts using trade tickets for smooth internal transfers.
Simplified investment management
Manage shared holdings in one place with unified settings, shared visibility, and coordinated execution.
Aligned finanical growth
Build a portfolio that reflects shared goals, risk preferences, and investment timelines.
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 open a Joint Account
1
Apply online
Submit applications for all account holders and provide the required details.
2
Verify identity
Upload identification for each party for security and compliance.
3
Fund the account
Deposit funds to begin trading and investing.
4
Set preferences
Adjust platform settings, permissions, and trading preferences to match your shared strategy.
5
Start investing together
Trade global markets with equal control and full visibility for all account holders.
Invest across sectors, asset classes, and global markets
Sectors
Find opportunities across major sectors, including energy, healthcare, financials, and technology.
Asset classes
Use ETFs to access asset classes beyond equities, including fixed income, commodities, and property.
Geographies
Trade across global regions with access to the widest range of worldwide markets available locally.
Frequently asked questions
Account structure
Transfer and funding
How do withdrawals work?
Both parties can withdraw from a joint account.
If you didn’t find what you were after, contact us directly and we’ll be pleased to help.
Invest together with clarity and control
Join thousands of investors using Totality to build global portfolios with competitive fees, strong support, and advanced platforms.
