Single account holder to a joint account
Unfortunately, you cannot add another person (partner, wife, husband etc.) and convert the InvestSMART PMA account into a joint account.
You will need to open a new joint account by choosing 'Invest Now' on one of the portfolio product pages.
Choose the portfolio type(s)
Choose the investment amount
Complete the application
(Optional) Close the existing individual PMA account by completing a full withdrawal online
Fund the new joint PMA account
Changing directors, trustees, beneficiaries in a company, trust, or SMSF
You need to notify us of any changes to the directors, trustees, beneficiaries in a company, trust, or SMSF at your earliest convenience.
We will require supporting documents so we can make this update to your existing account. You can email this request and supporting documentation to email@example.com.