How to link two investors together in a GIA

Modified on Fri, 28 Jun, 2024 at 12:56 PM

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.

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