Individual requirements

  • Be 18 years or older

  • Have a valid Social Security Number (not a Taxpayer Identification Number)

  • Have a legal U.S. residential address within the 50 states or Puerto Rico

  • Be a U.S. citizen or resident (with valid visa)

Technology requirements - Android and iOS

Note: The process to deposit and invest funds can take up to 3 business days to complete while the bank confirms your account details.


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