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
Feedback sent
We appreciate your effort and will try to fix the article