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Single account holder to a joint account
Unfortunately, you cannot directly convert your existing InvestSMART PMA account into a joint account by adding another person (e.g., partner, spouse). Instead, you must follow these steps to open a new joint account and, if desired, close your existing individual account.
To open a new joint PMA account, please follow these steps:
Visit one of the portfolio product pages and click 'Invest Now.'
Select the desired portfolio type(s).
Choose your investment amount.
Complete the joint account application.
(Optional) To close your existing individual PMA account, submit a full withdrawal request online.
Fund your new joint PMA account.
Changing directors, trustees, or beneficiaries in a company, trust, or SMSF
If there are changes to the directors, trustees, or beneficiaries of a company, trust, or SMSF, please notify us as soon as possible. We will require supporting documentation to update your existing account accordingly.
You can email this request and supporting documentation to invest@investsmart.com.au.