How can I add a Joint Investor's name to an account? (Account Name, User Details, Co-Subscriber, Co-Investor)

Note enabling this option will not create a new account type under the Add Account dropdown. This is all handled under the Individual Investor account type.

To add the field:

1. Select Platform from the left menu
   
2. Click Forms
3. Click on the Individual Investor - Account form
4. Click the Contact Info fields
5. Use the Hide toggle on Joint Account Name field
6. Click Save
   
   

Once this field is no longer hidden, you will have the field available under the Account tab. Updating the Joint Account Name field will update the principle name of the card. 

Note: If the joint investor will need to sign any subscription documents, remember to update your E-Sign Template.  For instructions on how to add fields for a co-subscriber, click here.