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What you need to get started
What you need to get started
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Written by Edward Gotham
Updated over 6 months ago

Trading accounts are operated by our broker, Alpaca Securities LLC. To trade in the OPTO app, you’ll need to have a device that meets our technology requirements, and meet all of the following 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, U.S. permanent resident, or have a valid U.S. visa

Acceptable visa types are *** E-1, E-2, E-3, F-1, H1-B, TN-1, J-1, L-1, B-1, B-2, O-1

Technology requirements

OPTO is currently available on iOS and Android:

iOS

OPTO is available for iPhone on the App Store. We support all iOS devices running iOS 15 and newer.

Android

OPTO is available for Android on the Google Play Store.

We support all Android devices running Android version 7 (Nougat) and later.

Disclosures

We will occasionally release software updates for the OPTO app. It’s important that you understand that you’re responsible for upgrading your software and maintaining the latest version of our app on your device. Failing to do so may result in you encountering content that contains out-of-date, missing, or incorrect information including, among other things, important disclosures and agreement updates.

OPTO will not be responsible for any losses caused by your use of outdated software.

Investing involves risk, including possible loss of principal. Opto is not a broker-dealer, investment adviser or member of FINRA. Please see www.optothemes.com. Securities offered by Alpaca Securities LLC (“Alpaca Securities”). Alpaca Securities is a member of FINRA and the Securities Investor Protection Corporation. Please see alpaca.markets.

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