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
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.