That’s a fair question. At first glance, sharing things like your income or occupation might seem unnecessary—but there are important reasons behind it.
Why is this information important?
To protect you: It helps us make sure your investments match your financial situation.
To comply with regulations: As a FINRA-regulated company, we must create a financial profile for each user.
To offer better options: With an up-to-date profile, we can suggest products and opportunities that are truly aligned with you.
Vest will never share your information without your consent, and all your data is protected under the highest security standards.