After you've created your account and verified your phone number, you'll need to submit your investment application for approval. Your application consists of two parts:
Your personal information to verify your identity
Your investment profile to calculate your experience and risk tolerance
Personal Information
The personal information you'll be required to provide includes:
Full Legal Name
Date of Birth (DOB)
Social Security Number (SSN)
Current Residential Address
This information is encrypted, stored securely, and never shared with external parties.
Investor Profile
Your investor profile consists of a series of required questions that should be answered truthfully to ensure your risk tolerance is calculated accurately. These questions include:
Employment Status
Pre-Tax Household Income
Source of Income
Approximate Net Worth
Approximate Liquid Net Worth
How long you're looking to invest
Investment Experience
Asset classes you've previously traded
Investment Goal
Reviewing Your Information
At the end of your application you will have a chance to review everything to ensure it's accurate before you submit it. Tap the pencil to make any changes to your information.
IMG
Once you're ready, tap the Submit Application button and then continue on with building your portfolio. We'll review your application behind the scenes and let you know if it was approved or if we require any more information.