To open a Joint GIA both clients/owners of the Joint GIA need to have been created and to show an active or pending status.

The following link will walk you through how to add a new client to the platform

Registering a new client on the platform – Söderberg & Partners Wealth Management 

Once your clients have been created and are showing the correct status, log in to the Adviser Portal and locate the correct client by using the search bar in the top right hand corner, or via the 'Clients' tab.

Within the client record, select 'Create new account'

Create an appropriate name for the account, choose GIA as the 'Wrapper type' and select 'Yes' for the jointly owned GIA

Add the second client by using the search box and select the 'Lead owner' for the account 

The Lead Clients bank account details will then be used for this joint account, however, both clients will receive the declaration to accept and have full view of the account details in the client portal.

Enter all of the relevant details for the 'Investment strategy' and 'Adviser fees' 

After all of the required information has been entered, click 'Review'.

If any changes need to be made select 'Edit' to make these amendments, then proceed with 'Submit'  

When the client logs in to the client portal, there will be a notification of the new account and prompting them to accept the Joint GIA declaration

Both parties must accept the declaration before the account can be made Active. Both clients can then view the Joint GIA within the client portal via their individual login, as shown below.