{"id":1336,"date":"2018-06-13T01:52:00","date_gmt":"2018-06-13T01:52:00","guid":{"rendered":"http:\/\/blog.kuvera.in\/?p=1336"},"modified":"2024-08-09T14:15:08","modified_gmt":"2024-08-09T08:45:08","slug":"joint-and-family-accounts-on-kuvera","status":"publish","type":"post","link":"https:\/\/kuvera.in\/blog\/joint-and-family-accounts-on-kuvera\/","title":{"rendered":"Joint And Family Accounts on Kuvera"},"content":{"rendered":"<div id=\"ez-toc-container\" class=\"ez-toc-v2_0_40 counter-hierarchy ez-toc-counter ez-toc-light-blue ez-toc-container-direction\">\n<div class=\"ez-toc-title-container\">\n<p class=\"ez-toc-title\">Table of Contents<\/p>\n<span class=\"ez-toc-title-toggle\"><a href=\"#\" class=\"ez-toc-pull-right ez-toc-btn ez-toc-btn-xs ez-toc-btn-default ez-toc-toggle\" area-label=\"ez-toc-toggle-icon-1\"><label for=\"item-69d0a900327d2\" aria-label=\"Table of Content\"><span style=\"display: flex;align-items: center;width: 35px;height: 30px;justify-content: center;direction:ltr;\"><svg style=\"fill: #999;color:#999\" xmlns=\"http:\/\/www.w3.org\/2000\/svg\" class=\"list-377408\" width=\"20px\" height=\"20px\" viewBox=\"0 0 24 24\" fill=\"none\"><path d=\"M6 6H4v2h2V6zm14 0H8v2h12V6zM4 11h2v2H4v-2zm16 0H8v2h12v-2zM4 16h2v2H4v-2zm16 0H8v2h12v-2z\" fill=\"currentColor\"><\/path><\/svg><svg style=\"fill: #999;color:#999\" class=\"arrow-unsorted-368013\" xmlns=\"http:\/\/www.w3.org\/2000\/svg\" width=\"10px\" height=\"10px\" viewBox=\"0 0 24 24\" version=\"1.2\" baseProfile=\"tiny\"><path d=\"M18.2 9.3l-6.2-6.3-6.2 6.3c-.2.2-.3.4-.3.7s.1.5.3.7c.2.2.4.3.7.3h11c.3 0 .5-.1.7-.3.2-.2.3-.5.3-.7s-.1-.5-.3-.7zM5.8 14.7l6.2 6.3 6.2-6.3c.2-.2.3-.5.3-.7s-.1-.5-.3-.7c-.2-.2-.4-.3-.7-.3h-11c-.3 0-.5.1-.7.3-.2.2-.3.5-.3.7s.1.5.3.7z\"\/><\/svg><\/span><\/label><input  type=\"checkbox\" id=\"item-69d0a900327d2\"><\/a><\/span><\/div>\n<nav><ul class='ez-toc-list ez-toc-list-level-1 ' ><li class='ez-toc-page-1 ez-toc-heading-level-4'><a class=\"ez-toc-link ez-toc-heading-1\" href=\"https:\/\/kuvera.in\/blog\/joint-and-family-accounts-on-kuvera\/#One_login_to_rule_them_all\" title=\"One login to rule them all!\">One login to rule them all!<\/a><\/li><li class='ez-toc-page-1 ez-toc-heading-level-4'><a class=\"ez-toc-link ez-toc-heading-2\" href=\"https:\/\/kuvera.in\/blog\/joint-and-family-accounts-on-kuvera\/#But_How_do_I_Set_Up_Another_Account_Under_the_Same_Login\" title=\"But How do I Set Up Another Account Under the Same\u00a0Login?\">But How do I Set Up Another Account Under the Same\u00a0Login?<\/a><ul class='ez-toc-list-level-5'><li class='ez-toc-heading-level-5'><a class=\"ez-toc-link ez-toc-heading-3\" href=\"https:\/\/kuvera.in\/blog\/joint-and-family-accounts-on-kuvera\/#FAQ_Can_I_Set_Up_Minor_and_HUF_Account_on_Kuvera\" title=\"FAQ: Can I Set Up Minor and HUF Account on\u00a0Kuvera?\">FAQ: Can I Set Up Minor and HUF Account on\u00a0Kuvera?<\/a><\/li><li class='ez-toc-page-1 ez-toc-heading-level-5'><a class=\"ez-toc-link ez-toc-heading-4\" href=\"https:\/\/kuvera.in\/blog\/joint-and-family-accounts-on-kuvera\/#FAQ_A_family_member_has_an_existing_account_with_Kuvera_Can_I_link_this_account_as_a_family_account_under_my_login\" title=\"FAQ: A family member has an existing account with Kuvera. Can I link this account as a family account under my login?\">FAQ: A family member has an existing account with Kuvera. Can I link this account as a family account under my login?<\/a><\/li><\/ul><\/li><li class='ez-toc-page-1 ez-toc-heading-level-4'><a class=\"ez-toc-link ez-toc-heading-5\" href=\"https:\/\/kuvera.in\/blog\/joint-and-family-accounts-on-kuvera\/#Interested_in_how_we_think_about_the_markets\" title=\"Interested in how we think about the markets?\">Interested in how we think about the markets?<\/a><\/li><\/ul><\/nav><\/div>\n<p id=\"a468\" class=\"graf graf--p graf-after--h3\">Ever since the launch of the new Kuvera platform, we\u2019ve been bombarded with requests to accommodate joint and family accounts on Kuvera.<\/p>\n<p id=\"3f5c\" class=\"graf graf--p graf-after--p\"><em class=\"markup--em markup--p-em\">Bombarded<\/em> is the correct term here, \u2019cause there\u2019s no other way to explain the amount of eagerness our user community has shown for joint and family accounts feature.<\/p>\n<p>&nbsp;<\/p>\n<h4><b><a href=\"https:\/\/kuvera.in\/dl\/v2\/?redirect_to=dashboard-invest\/all\/invest-sip?source=blog\"><img loading=\"lazy\" class=\"alignnone wp-image-29759\" src=\"https:\/\/kuvera.in\/blog\/wp-content\/uploads\/2024\/04\/SIP-banner-1024x256.png\" alt=\"Start SIP on Kuvera\" width=\"600\" height=\"150\" srcset=\"https:\/\/kuvera.in\/blog\/wp-content\/uploads\/2024\/04\/SIP-banner-1024x256.png 1024w, https:\/\/kuvera.in\/blog\/wp-content\/uploads\/2024\/04\/SIP-banner-300x75.png 300w, https:\/\/kuvera.in\/blog\/wp-content\/uploads\/2024\/04\/SIP-banner-768x192.png 768w, https:\/\/kuvera.in\/blog\/wp-content\/uploads\/2024\/04\/SIP-banner-1536x384.png 1536w, https:\/\/kuvera.in\/blog\/wp-content\/uploads\/2024\/04\/SIP-banner-2048x512.png 2048w, https:\/\/kuvera.in\/blog\/wp-content\/uploads\/2024\/04\/SIP-banner-150x38.png 150w\" sizes=\"(max-width: 600px) 100vw, 600px\" \/><\/a><\/b><\/h4>\n<p>&nbsp;<\/p>\n<p id=\"6577\" class=\"graf graf--p graf-after--p\">What\u2019s not to like about this?!<\/p>\n<p id=\"6b51\" class=\"graf graf--p graf-after--p\">Be it a tech-savvy youngster managing their parents\u2019 investments, or someone investing with their spouse \u2014 it\u2019s mighty convenient to have all your joint and family accounts under on login.<\/p>\n<p>&nbsp;<\/p>\n<h4 id=\"9b9b\" class=\"graf graf--p graf-after--p\"><span class=\"ez-toc-section\" id=\"One_login_to_rule_them_all\"><\/span>One login to rule them all!<span class=\"ez-toc-section-end\"><\/span><\/h4>\n<p><img loading=\"lazy\" class=\"aligncenter size-full wp-image-4634\" src=\"https:\/\/kuvera.in\/blog\/wp-content\/uploads\/2018\/06\/Family1.png\" alt=\"\" width=\"516\" height=\"490\" srcset=\"https:\/\/kuvera.in\/blog\/wp-content\/uploads\/2018\/06\/Family1.png 516w, https:\/\/kuvera.in\/blog\/wp-content\/uploads\/2018\/06\/Family1-300x285.png 300w\" sizes=\"(max-width: 516px) 100vw, 516px\" \/><\/p>\n<p>&nbsp;<\/p>\n<p id=\"657a\" class=\"graf graf--p graf-after--figure\">As of today, we\u2019re delighted to present you with this option &#8211; to create a joint account (multiple investors, in anyone or survivor mode) or individual account (single investor) under a single login as a family account feature.<\/p>\n<p id=\"5572\" class=\"graf graf--p graf-after--p\">To be able to view this screen, click on your name, <strong>top<\/strong> <strong>left on web and on the right of navigation hamburger on mobile.<\/strong><\/p>\n<p>&nbsp;<\/p>\n<blockquote><p>Wealth for your financial goals from just \u20b9500 per month. <a href=\"https:\/\/kuvera.in\/dl\/v2\/?redirect_to=dashboard-invest\/all\/invest-sip?source=blog\">Start SIP<\/a> now.<\/p><\/blockquote>\n<p>&nbsp;<\/p>\n<h4 id=\"4498\" class=\"graf graf--h3 graf-after--p\"><span class=\"ez-toc-section\" id=\"But_How_do_I_Set_Up_Another_Account_Under_the_Same_Login\"><\/span>But How do I Set Up Another Account Under the Same\u00a0Login?<span class=\"ez-toc-section-end\"><\/span><\/h4>\n<p>&nbsp;<\/p>\n<p>You\u2019ve to start with the <strong>Add New Account<\/strong> link from the screen above.<\/p>\n<div class=\"section-inner sectionLayout--insetColumn\">\n<p id=\"69b6\" class=\"graf graf--p graf-after--p\">Once you\u2019ve decided to create an individual account, the process is very similar to what you did when you signed up for the first time.<\/p>\n<p>&nbsp;<\/p>\n<p class=\"graf graf--p graf-after--p\">Except, much easier!<\/p>\n<p>&nbsp;<\/p>\n<p id=\"d341\" class=\"graf graf--p graf-after--p\">No one likes to fill up forms on the web. So how about we reduce that workload on the user?<\/p>\n<p id=\"78d1\" class=\"graf graf--p graf-after--p\">Instead of entering PAN, mobile number, date of birth over and over; you can select from users you\u2019ve already added if they\u2019re KYC verified.<\/p>\n<p>&nbsp;<\/p>\n<\/div>\n<p><img loading=\"lazy\" class=\"size-full wp-image-1350 aligncenter\" src=\"https:\/\/blog.kuvera.in\/wp-content\/uploads\/2018\/06\/switch4-1.gif\" alt=\"\" width=\"1168\" height=\"578\" \/><\/p>\n<div class=\"section-inner sectionLayout--insetColumn\">\n<p>&nbsp;<\/p>\n<p>Here\u2019s the same screen for a joint account. Notice that this would be created in <em><strong>Anyone or Survivor mode.<\/strong><\/em><\/p>\n<\/div>\n<p>&nbsp;<\/p>\n<p><img loading=\"lazy\" class=\"size-full wp-image-1351 aligncenter\" src=\"https:\/\/blog.kuvera.in\/wp-content\/uploads\/2018\/06\/switch5-1.png\" alt=\"\" width=\"2000\" height=\"875\" srcset=\"https:\/\/kuvera.in\/blog\/wp-content\/uploads\/2018\/06\/switch5-1.png 2000w, https:\/\/kuvera.in\/blog\/wp-content\/uploads\/2018\/06\/switch5-1-300x131.png 300w, https:\/\/kuvera.in\/blog\/wp-content\/uploads\/2018\/06\/switch5-1-768x336.png 768w, https:\/\/kuvera.in\/blog\/wp-content\/uploads\/2018\/06\/switch5-1-1024x448.png 1024w\" sizes=\"(max-width: 2000px) 100vw, 2000px\" \/><\/p>\n<p>&nbsp;<\/p>\n<div class=\"section-inner sectionLayout--insetColumn\">\n<div class=\"section-inner sectionLayout--insetColumn\">\n<p id=\"1f4b\" class=\"graf graf--p graf-after--figure\">For Joint Account, the difference is now you\u2019ve to go through three stages of adding applicant \u2014 Primary Holder, Second Holder, Third Holder.<\/p>\n<p>&nbsp;<\/p>\n<p id=\"434d\" class=\"graf graf--p graf-after--p\"><em><strong>And you cannot add the same applicant twice.<\/strong><\/em><\/p>\n<p>&nbsp;<\/p>\n<p id=\"eecd\" class=\"graf graf--p graf-after--p\">At any stage, you can choose applicant, from the list of applicants you had added earlier; or you can use the <strong><em class=\"markup--em markup--p-em\">Add New Applicant <\/em><\/strong>link to add a new KYC verified applicant.<\/p>\n<p id=\"72d1\" class=\"graf graf--p graf-after--p\">For Joint Accounts, <em><strong>the third holder is optional.<\/strong><\/em><\/p>\n<p id=\"00ec\" class=\"graf graf--p graf-after--p\">Once you complete this step \u2014 either select individual holder from this list, or add a new individual holder who is KYC verified; you would be taken to a confirmation screen, where you can verify and confirm these details.<\/p>\n<p>&nbsp;<\/p>\n<p><img loading=\"lazy\" class=\"size-full wp-image-1352 aligncenter\" src=\"https:\/\/blog.kuvera.in\/wp-content\/uploads\/2018\/06\/switch6-1.png\" alt=\"\" width=\"2000\" height=\"966\" srcset=\"https:\/\/kuvera.in\/blog\/wp-content\/uploads\/2018\/06\/switch6-1.png 2000w, https:\/\/kuvera.in\/blog\/wp-content\/uploads\/2018\/06\/switch6-1-300x145.png 300w, https:\/\/kuvera.in\/blog\/wp-content\/uploads\/2018\/06\/switch6-1-768x371.png 768w, https:\/\/kuvera.in\/blog\/wp-content\/uploads\/2018\/06\/switch6-1-1024x495.png 1024w\" sizes=\"(max-width: 2000px) 100vw, 2000px\" \/><\/p>\n<p>&nbsp;<\/p>\n<p>Refer to similar step for Joint Account setup below<\/p>\n<p>&nbsp;<\/p>\n<p><img loading=\"lazy\" class=\"size-full wp-image-1353 aligncenter\" src=\"https:\/\/blog.kuvera.in\/wp-content\/uploads\/2018\/06\/switch7-1.gif\" alt=\"\" width=\"1235\" height=\"681\" \/><\/p>\n<\/div>\n<div class=\"section-inner sectionLayout--insetColumn\">\n<p>&nbsp;<\/p>\n<p id=\"f52b\" class=\"graf graf--p graf-after--figure\">If the account holders are what you\u2019d want, then you need to hit CONFIRM button to go to the next step. Otherwise, you can go back and edit account holders.<\/p>\n<p id=\"a5f6\" class=\"graf graf--p graf-after--p\">This would take you to the bank setup page.<\/p>\n<p id=\"9b36\" class=\"graf graf--p graf-after--p\">Even here, you\u2019d see options to select banks you have already added \u2014 because again, who likes to fill up forms!<\/p>\n<p id=\"7d04\" class=\"graf graf--p graf-after--p\">You can either select an existing bank from the list of banks you\u2019ve added previously, or add a new one.<\/p>\n<p><img loading=\"lazy\" class=\"size-full wp-image-1354 aligncenter\" src=\"https:\/\/blog.kuvera.in\/wp-content\/uploads\/2018\/06\/switch8-1.gif\" alt=\"\" width=\"1235\" height=\"749\" \/><\/p>\n<\/div>\n<\/div>\n<p>&nbsp;<\/p>\n<p id=\"4970\" class=\"graf graf--p graf-after--figure\">Mind you, the bank you add for a new Kuvera account (joint or for a family member) must have one of the account holders&#8217; listed in the bank account.<\/p>\n<p id=\"a79e\" class=\"graf graf--p graf-after--p\">Which is why you have to select the checkbox before proceeding.<\/p>\n<p id=\"4cbc\" class=\"graf graf--p graf-after--p\"><em>Once your account is all set up, you can start investing and managing all your joint and family member accounts under one login. The simplicity of the Kuvera interface merged with the power of managing multiple accounts in one place.<\/em><\/p>\n<p>&nbsp;<\/p>\n<h5 id=\"1e23\" class=\"graf graf--h3 graf-after--p\"><span class=\"ez-toc-section\" id=\"FAQ_Can_I_Set_Up_Minor_and_HUF_Account_on_Kuvera\"><\/span>FAQ: Can I Set Up Minor and HUF Account on\u00a0Kuvera?<span class=\"ez-toc-section-end\"><\/span><\/h5>\n<p id=\"321c\" class=\"graf graf--p graf-after--h3\">You cannot use the above setup, as of yet, to create a minor account or HUF account. That being said, we\u2019re working on these and will release once we\u2019ve tested internally. Stay tuned!<\/p>\n<p>&nbsp;<\/p>\n<h5><span class=\"ez-toc-section\" id=\"FAQ_A_family_member_has_an_existing_account_with_Kuvera_Can_I_link_this_account_as_a_family_account_under_my_login\"><\/span>FAQ: A family member has an existing account with Kuvera. Can I link this account as a family account under my login?<span class=\"ez-toc-section-end\"><\/span><\/h5>\n<p>No, an existing family member account (of your wife, husband, father etc) cannot be linked under your login as a family account. <a href=\"https:\/\/kuvera.in\/blog\/managed-accounts-link-and-invest-across-kuvera-accounts\/\" target=\"_blank\" rel=\"noopener noreferrer\">Manage Account<\/a> is a better option for this.<\/p>\n<p>&nbsp;<\/p>\n<p id=\"f524\" class=\"graf graf--p graf-after--p\"><a href=\"https:\/\/kuvera.in\/login\" rel=\"noopener\">Log in<\/a> today and consolidate all your Joint and Family accounts under one login. Benefit from all the other goodies, <a href=\"https:\/\/kuvera.in\/switch\" rel=\"noopener\">1-Click switch<\/a> to Direct Mutual Fund plans and<a href=\"https:\/\/kuvera.in\/goals\" rel=\"noopener\"> Goal planning<\/a>.<\/p>\n<p>&nbsp;<\/p>\n<h4><a href=\"https:\/\/www.kuvera.in\/dl\/v2\/?redirect_to=dashboard-invest\/fixed-deposit?source=fd_blog_banner\"><img loading=\"lazy\" class=\"alignnone wp-image-29666 size-full\" src=\"https:\/\/kuvera.in\/blog\/wp-content\/uploads\/2024\/04\/FD-Banner-9.4-03.png\" alt=\"FD Up to 9.40% on Kuvera\" width=\"600\" height=\"150\" \/><\/a><\/h4>\n<p>&nbsp;<\/p>\n<h4><span class=\"ez-toc-section\" id=\"Interested_in_how_we_think_about_the_markets\"><\/span>Interested in how we think about the markets?<span class=\"ez-toc-section-end\"><\/span><\/h4>\n<p>Read more:\u00a0<a href=\"https:\/\/kuvera.in\/blog\/category\/zen-and-the-art-of-investing\/\" target=\"_blank\" rel=\"noopener noreferrer\"><strong>Zen And The Art Of Investing<\/strong><\/a><\/p>\n<p>Watch\/hear on YouTube:<\/p>\n<p><iframe loading=\"lazy\" title=\"KUVERA in Media\" src=\"https:\/\/www.youtube.com\/embed\/videoseries?list=PLDSzQdT9nLmDSP3gSlDkPcUl-cfeI-KeB\" width=\"640\" height=\"360\" frameborder=\"0\" allowfullscreen=\"allowfullscreen\" data-mce-fragment=\"1\"><\/iframe><\/p>\n<p>Start investing through a platform that brings goal planning and investing to your fingertips. Visit\u00a0<a href=\"https:\/\/www.kuvera.in\/\"><strong>kuvera.in<\/strong><\/a>\u00a0to discover\u00a0<a href=\"https:\/\/kuvera.in\/blog\/direct-plans-better\/\"><strong>Direct Plans<\/strong><\/a> and\u00a0<a href=\"https:\/\/kuvera.in\/user\/login\"><strong>start investing today.<\/strong><\/a><\/p>\n<p>#MutualFundSahiHai, #KuveraSabseSahiHai!<\/p>\n","protected":false},"excerpt":{"rendered":"<p>Ever since the launch of the new Kuvera platform, we\u2019ve been bombarded with requests to accommodate joint and family accounts on Kuvera. Bombarded is the correct term here, \u2019cause there\u2019s no other way to explain the amount of eagerness our user community has shown for joint and family accounts feature. &nbsp; &nbsp; What\u2019s not to [&#8230;]<\/p>\n<p><a class=\"btn btn-secondary understrap-read-more-link\" href=\"https:\/\/kuvera.in\/blog\/joint-and-family-accounts-on-kuvera\/\">Read More&#8230;<\/a><\/p>\n","protected":false},"author":2,"featured_media":1436,"comment_status":"open","ping_status":"open","sticky":false,"template":"","format":"standard","meta":{"_mi_skip_tracking":false},"categories":[158],"tags":[157,156,155],"yoast_head":"<!-- This site is optimized with the Yoast SEO plugin v20.6 - https:\/\/yoast.com\/wordpress\/plugins\/seo\/ -->\n<title>Joint And Family Accounts on Kuvera - Kuvera<\/title>\n<meta name=\"description\" content=\"Setup joint and family accounts to invest in Direct Mutual Funds. Manage all family accounts - multiple investors (joint) or single investor through one login.\" \/>\n<meta name=\"robots\" content=\"index, follow, max-snippet:-1, max-image-preview:large, max-video-preview:-1\" \/>\n<link rel=\"canonical\" href=\"https:\/\/kuvera.in\/blog\/joint-and-family-accounts-on-kuvera\/\" \/>\n<meta property=\"og:locale\" content=\"en_US\" \/>\n<meta property=\"og:type\" content=\"article\" \/>\n<meta property=\"og:title\" content=\"Joint And Family Accounts on Kuvera - Kuvera\" \/>\n<meta property=\"og:description\" content=\"Setup joint and family accounts to invest in Direct Mutual Funds. Manage all family accounts - multiple investors (joint) or single investor through one login.\" \/>\n<meta property=\"og:url\" content=\"https:\/\/kuvera.in\/blog\/joint-and-family-accounts-on-kuvera\/\" \/>\n<meta property=\"og:site_name\" content=\"Kuvera\" \/>\n<meta property=\"article:publisher\" content=\"https:\/\/www.facebook.com\/kuvera.in\" \/>\n<meta property=\"article:published_time\" content=\"2018-06-13T01:52:00+00:00\" \/>\n<meta property=\"article:modified_time\" content=\"2024-08-09T08:45:08+00:00\" \/>\n<meta property=\"og:image\" content=\"https:\/\/kuvera.in\/blog\/wp-content\/uploads\/2018\/06\/anotherfb-1.png\" \/>\n\t<meta property=\"og:image:width\" content=\"763\" \/>\n\t<meta property=\"og:image:height\" content=\"318\" \/>\n\t<meta property=\"og:image:type\" content=\"image\/png\" \/>\n<meta name=\"author\" content=\"Gaurav Rastogi\" \/>\n<meta name=\"twitter:card\" content=\"summary_large_image\" \/>\n<meta name=\"twitter:creator\" content=\"@Kuvera_In\" \/>\n<meta name=\"twitter:site\" content=\"@Kuvera_In\" \/>\n<meta name=\"twitter:label1\" content=\"Written by\" \/>\n\t<meta name=\"twitter:data1\" content=\"Gaurav Rastogi\" \/>\n\t<meta name=\"twitter:label2\" content=\"Est. reading time\" \/>\n\t<meta name=\"twitter:data2\" content=\"5 minutes\" \/>\n<!-- \/ Yoast SEO plugin. -->","yoast_head_json":{"title":"Joint And Family Accounts on Kuvera - Kuvera","description":"Setup joint and family accounts to invest in Direct Mutual Funds. 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