23
Joint account digital application
complete
Kurt Walkom
Ability to digitally open a joint account.
Hi everyone!
Really excited to let you know you are now able to open joint accounts digitally on Pearler.
You are also able to have an Individual & Joint account at the same time on Pearler, including managing your portfolios and automatic investments separately.
The forms only take about 10 minutes to complete, and the account opening is usually finalised within 1-2 business days.
Get started here: https://secure.pearler.com/onboarding
If you have any questions, please don't hesitate to reach out! We're always happy to help.
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Catherine Emery
That’s fantastic news. Thanks. Really easy process too. Fabulous.
Kurt Walkom
Catherine Emery: thanks for the feedback Catherine! 🙏
Kurt Walkom
complete
Hi everyone!
Really excited to let you know you are now able to open joint accounts digitally on Pearler.
You are also able to have an Individual & Joint account at the same time on Pearler, including managing your portfolios and automatic investments separately.
The forms only take about 10 minutes to complete, and the account opening is usually finalised within 1-2 business days.
Get started here: https://secure.pearler.com/onboarding
If you have any questions, please don't hesitate to reach out! We're always happy to help.
L
Lochlan Gillis
Kurt Walkom: Just letting you know that the "next" button doesn't work, so the application cannot progress.
Kurt Walkom
Lochlan Gillis: Are you able to contact support next time you're online? Tech will need to solve this with you one-on-one as you're most likely running into a unique problem.
L
Lochlan Gillis
Kurt Walkom: seems to be working now. Cheers.
Kurt Walkom
planned
Hi everyone, just wanted to let you know it's now possible to manually open a joint account by filling in this form: https://airtable.com/shrpo3j1D6r9Edy8Q
The digital process is still planned - will likely be coming sometime in Q2 😊