Series 22: Joint Accounts

Taken from our Series 22 Top-off Online Guide

Joint Accounts

A joint account is an account in which more than one party can access and trade in the account. Upon opening a joint account, each party must sign the new account form, which also operates as a joint party agreement. The joint party agreement specifies the details and rules of the account. Each party is allowed access to the account and may make trades in the account without the other’s permission. The accou

Since you're reading about Series 22: Joint Accounts, you might also be interested in:

Solomon Exam Prep Study Materials for the Series 22
Please Enable Javascript
to view this content!