This tab will be available when the Add Account screen is accessed after the successful processing of a customer information response message for a joint client record, and the add account process is invoked from the client Overview screen for the client selected to be the primary owner of the account. The tab is enabled once an available account product is selected on the Applicant tab. The tab can be accessed by selecting the tab name, or by selecting the Next button on the ITF Owner tab (when enabled), or the Registration Details tab when the ITF Owner tab is not enabled.

This tab includes a display table, similar to the table currently displayed on the Account Related Parties screen, that will include a record for each joint owner (up to a maximum of 24) that was included in the joint customer relationship array ('jointReln') of the joint client customer information response message, except for the owner identified on the Applicant tab (i.e. the owner selected by the operator to be the primary owner of the joint account).