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Can I change the account type of my QuietGrowth account — from individual to joint, or from joint to individual?

Yes, during the account creation process before the creation of the brokerage account associated with your QuietGrowth account, you can change the account type of your QuietGrowth account — from individual to joint, or from joint to individual.

After the creation of the brokerage account associated with your QuietGrowth account during the account creation process, you cannot change the account type of your QuietGrowth account — from individual to joint, or from joint to individual. In such a scenario, if you have an individual account and want to have a joint account, you would need to create a new joint account with us. Or, if you have a joint account and want to have an individual account, you would need to create a new individual account with us.