Getting started Supported account types

What types of joint accounts does Fundrise support?

You may choose from three types of joint accounts depending on your state of residence. The type of joint account you choose will determine the ownership of the investment in the case of the death of an account holder in addition to how income is reported on your annual tax documents. We accept the following joint account types:

Joint Tenants with Rights of Survivorship(not available for Louisiana residents): If one owner dies, account assets are transferred to the surviving owner.
Tenants in Common (in Louisiana, may be known as Ownership in Indivision): If one owner dies, that owner’s share of the assets passes to his/her estate.
Community Property (only available in certain states*): Assets are shared equally; if one spouse dies, assets are distributed according to the laws and statutes in the primary state of residence. *This form of account ownership is only available to married individuals residing in Arizona, California, Idaho, Louisiana, Nevada, New Mexico, Texas, Wisconsin, or Washington.

The type of joint ownership selected can have important legal and estate-planning consequences. Please consult your CPA or attorney if you have any questions regarding the appropriate form of joint ownership.

After creating your joint account, there will be a single login from your individual account to access your joint account as your individual account acts as a manager of any sub-accounts (i.e. joint account).

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