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How do I convert my individual account to a joint account, or vice versa?

MEXEM does not support the direct re-characterization and conversion of a given account type to another as each structure typically requires specific account holder information, legal agreements and, in certain instances taxpayer reporting.
Account holders who seek to convert their account from an Individual to Joint type or vice versa must first initiate a new account application and then request a transfer of assets once that new account has been approved. Once the transfer is completed, the old account will be closed.

Please refer to the MEXEM Knowledge Base for other steps and considerations to keep in mind when submitting this request.

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