Cambria Investments joint accounts enable two people to share and progress toward investment goals together. Both holders of the joint account have full access to the joint account and are able to create goals, transfer funds from the linked checking account, change allocations, and view the account.
Two customers in a joint account have joint ownership of the assets in the account. Upon death of one of the joint account owners, the assets are transferred to the surviving account holder.
Note: At this time goals and assets held in a personal (individual) account are displayed separately from goals and assets held in a joint account. You can switch between your joint and personal accounts by logging into your account and then selecting the account you wish to view from the “Welcome” drop down menu on the upper right.