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Joint Account Information Fields

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: Community Joint Tenants Tenants Common
First holder ownership %	N	Number. Default is 50/50 for each holder.
Second holder ownership %	Y	Number.