@BettermentHelp hi. How would I setup account to include my spouse’s ira in my account? Thanks. Enjoying betterment a lot.
Hi Jim - Thanks for your question! The IRS does not allow for joint ownership of IRAs, so you will each need to open separate accounts. If you have any other questions, our DMs are open!
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I understand that. I just wanted the value to show up in my account, maybe as an external account? Or linked in some way. I’ve done that before by having power of attorney.
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To sync an external account, log in from a web browser and select "Sync external account/Sync new." You will find the option to track an account manually.
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