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What you need to get started
What you need to get started

To apply for a account, you’ll need to meet the following requirements

Lauren Brose avatar
Written by Lauren Brose
Updated over a week ago

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

Account Requirements

  • When it is time to fund your account and choose Investment Kits, we do have investment minimums to keep in mind based on Kit and Portfolio selected.

Note: The process to deposit and invest funds can take 3 to 5 business days to complete while the bank confirms your account details.

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