Refer to the following table when completing the fields on the Joint Account Information worksheet in your Mass Upload Excel workbook.
| Field Name | Required | Documentation |
|---|---|---|
| Customer ID | Y | A unique ID to map customer information from worksheet to worksheet. Use alphanumeric characters only or current account ID at your firm. |
| Joint account type | Y | One of:
|
| First holder ownership % | N | Number. Default is 50/50 for each holder. |
| Second holder ownership % | Y | Number. |