Question

Hi everyone!  This may be a silly question, but is there a way to make one vanguard joint account, with separate Roth IRA’s for both my husband and my self, all under the same log in information?Hi everyone! This may be a silly question, but is there a way to make one vanguard joint account, with separate Roth IRA’s for both my husband and my self, all under the same log in information? We have enough financial sign ins so I am trying to keep our lives as simple as possible. Plus, I’d like to be able to open the app and see everything all at once. If not, does Fidelity have that feature? Thank you!  

Answer 1

I would call Vanguard and ask them this question. Maybe you can allow access to one account from the other. My wife and I have separate accounts for IRA's, but our joint brokerage is visible from either account. Because The I in IRA stands for Individual, this may be an issue though. Just give them a call.  

Answer 2

You can "household" accounts at Vanguard to see each other's IRA. But it involves paperwork and signature guarantee.  

Answer 3

We did Manage Access. Ie I can see my wife’s stuff on my account and vice versa but 2 separate accounts. I would create 2 accounts and 1 joint account In one of them and share access to both.