How to link two investors together in a GIA

Created by Corinne O'Brien, Modified on Fri, 28 Jun at 12:56 PM by Rohith Krishna

Two investors can only be linked together in GIAs.


1. Select the investor and view the Investor Global View screen. Then, select "New" under Applications. 

2. Select the GIA product.




3. Select the additional investor under Account Holder(s) Selection.




4. Start the application.

Was this article helpful?

That’s Great!

Thank you for your feedback

Sorry! We couldn't be helpful

Thank you for your feedback

Let us know how can we improve this article!

Select at least one of the reasons
CAPTCHA verification is required.

Feedback sent

We appreciate your effort and will try to fix the article