How do I mark the ownership of an asset as joint with the spouse?
- Start by selecting the specific type of asset you wish to add.
- In the ownership section, select “Joint” from the drop down list.
- Click "Add owner" on the line and select the spouse's name from the drop down list.
Note: Any assets marked joint with the spouse are automatically synced between the two profiles (if they have been linked as spouse clients in the system). This will prevent you from having to add the asset in twice (in both spouses accounts).