How do I open a joint MeDirect account as an existing or new client?
An existing client can request to open a joint account. You first need to log in to the new secure site. Then click ‘Open an account’ in the top right-hand corner of your Home page. Here you can indicate whether you want to open a joint account with a new or an existing client. The consent of the second account holder is requested to open the joint account.
If neither of you is a client at MeDirect, you can request a new joint account by both becoming clients. The consent of both account holders is requested to activate the joint account. Joint account holders will both have access to the joint MeDirect Cash account. You can then both open a new joint Savings and/or Investment account.
In the event of a joint account each account holder can act as if he/she is the sole account holder. Once the account has been activated no further consent is required of the joint account holder to make transactions and payments.