To switch from an individual to a trust or LLC account with MEXEM, you need to open a new trust or LLC account, then request a transfer of assets. Once the transfer is completed, the individual account will be closed. More details are available in our Knowledge Base.
Read MoreAdding another person to your individual MEXEM account varies by their intended role: Owner - to change ownership (e.g., to a joint account), initiate a new joint account application and transfer assets. Beneficiary - certain accounts (e.g., U.S. individual, IRA) allow adding a beneficiary. User - you can add a non-employee as a user with specific access rights, without changing ownership. Trusted Contact - an individual MEXEM can contact about your account without giving them account access or transaction rights.
Read MoreYou can request a manual internal transfer of funds or positions from an individual account to a joint account on an exceptional basis. Log in to Client Portal/Account Management and submit the request via webticket in the Message Center. Please be aware that this process may take several weeks to complete.
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