Does CNote support joint accounts or allow users to designate beneficiaries?

Yes, we are happy to provide users with a beneficiary designation or a joint ownership form. Once you sign one of these forms it will be stored in your account dashboard and accessible for download at any time. If you’d like to designate a beneficiary or joint account, email support@mycnote.com and we’ll guide you through the process.

Ready to invest with your values?

Get Started