After you have opened an account, you may decide that you want to change the type of account in which your investment is held. For example, you may open an individual account and later decide that you would rather hold your investment in a joint account. Please be aware that changing the type of account may have tax or other legal implications that are not ideal for you. Therefore, we urge you to carefully think about the type of account you would like to open so that you do not need to change it later.
If you do decide you need to change your account type, please contact Investor Services at firstname.lastname@example.org or 1-888-596-3159.