Jointly owned items explained

If you own an asset together with someone else, then we make it easy for you to mark it as jointly owned and indicate how much of the asset each person owns.

If you have jointly owned items in your plan, then your Financial Summaries will give you two viewing options: 

1. Joint owners excluded: This is the default view that shows values based on just your share of all the items in your plan.
2. Joint owners included: This shows values based on your share, plus the joint owners' shares of all the items in your plan.