We know many of our Members would like to invest jointly with their spouse, open a custodial account for their children, or invest under their trust, LLC, or self-directed IRA.
At this time, we only supports investing as an individual in one's own name. Our Product & Engineering team is working on expanding functionality so that Members will soon be able to invest using other means.
Non-individual investing options coming soon
- LLCs
- trusts
- custodial accounts, for the benefit of your children or other dependents
- self-directed IRAs (Individual Retirement Accounts)
- jointly with your spouse (see more below)
We hope to make an announcement about this soon! You can stay in the know by staying subscribed to our emails.
Investing jointly with your spouse
Until this is formally an option, we can offer a couple erstwhile considerations in the event you choose to go ahead and invest in your own name as an individual for now:
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The treatment of your investment in case of divorce or estate execution will be determined according to state laws. Here's a good primer for general awareness, and you may want to touch base with your attorney if you have specific questions about how it relates to your situation.
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When we release the new feature for Members to make investments jointly in both spouses' names, we plan to also create a path for individuals to optionally re-title existing investments jointly under the names of both themselves and their spouse.