Holly Mckay
Holly MackayFounder and CEO
Avatar

Subscribe Now

Free of Charge

Avatar
    • Home • Advice • Common questions

    Can you suggest any company that offer joint investment accounts?

    10 February 2022

    Question by Stewart

    Hi, My wife and I are looking to open JOINT managed investment account and to pay in by direct debit each month. We have spoken to a couple of companies who tell us that they don’t do joint accounts. We currently both have individual accounts with Bestinvest, which we will keep, but wish to diversify. Can you suggest any companies?

    Answered by Ria Coles

    Hi Stewart, depending on the specific type of account you are looking at this may or may not be possible. If you are referring to Individual Savings Accounts (ISA's) then the answer is no, no provider is able to offer a jointly held ISA these can only be held on an individual basis (and this is a product level restriction, nothing to do with the providers). If however you are referring to something like a General Investment Account (GIA) then yes absolutely, many platforms offer jointly held GIA's. Platforms such as AEGON, Elevate, Embark, Hargreaves Lansdown all offer joint GIA's.

    Answered by

    Ria Coles

    Financial Planning Director

    I have worked in Financial Services now for over 18 years after deciding very early on in my career that the role of a Financial Adviser was, to me, the perfect combination of numbers and people.

    Sustainable Investing

    Go green to help build a sustainable future for us all!

    Best Buy ISA 2025

    Planning on opening a new ISA? Discover the winners of our coveted Best Buy ISA award!

    Best Buy LISA 2025

    Saving for your first home or retirement? Discover the winners of our coveted Best Buy LISA award!

    Stay up to date

    Join our weekly blog with Holly's no-nonsense opinions, tips & food for thought!

    Already have an account? Login

    Important stuffHolly and the team have worked in the finance industry for many years but we are not regulated to give you personal financial advice. For every story on this website about a good investment, or something which went up by 10% or made someone £200, we could also share a story about a bad investment, something which fell in value or lost someone £200. We aim to provide general information and pointers – and btw we are totally agnostic about which providers you might pick – but if you have complex affairs, want personalised advice or need specific recommendations, please look at advice pages and see if regulated digital or traditional financial advice would be the best solution for your needs. Boring Money Ltd is a limited company registered in England and Wales under registration number 09459832 and we have our registered office at 10 Lower Thames Street, London, England, EC3R 6AF.
    Risk warningAs is always the case with investing, your capital is at risk. The value of your portfolio can go down as well as up and you may get back less than you invest. Tax treatment depends on your individual circumstances and may change in the future.
    Boring Money Ltd is a limited company registered in England and Wales under registration number 09459832 and we have our registered office at 10 Lower Thames Street, London, England, EC3R 6AF.
    |

    We use cookies

    You will see cookie information on different websites and regulation means that we need to ask your permission to use them. We use cookies to improve our website, for analysis of our visitor data, to show personalised content and to give you a great website experience. For more information about the cookies we use open the settings.