Financial Education
Question #250
How do I add my spouse / other family members as additional investors to my account?
With Fincare services, you can use a single login ID to access your family’s investments in one place. If you would like to add another person from your family as an investor (either jointly / separately), click on ‘My Accounts’ in the top menu, and then select ‘Add Investor’ from the left menu. A pre-filled application form with the new investor’s details will be available to you in the ‘Downloads’ section of your account. You can sign and send this to us, along with a few supporting documents. Investments can be made in the name of the new investor from your account after we receive and process his documents.
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