Applicants need to be U.S. citizens, legal permanent residents (Green card holders), or resident aliens and need earned income to contribute. Specific rules apply for each type (e.g., income limits for Roth IRA).
Applicants need to have:
1. A valid Social Security number (not a Taxpayer Identification Number)
2. Proof of U.S. residential address (such as a utility bill or bank statement)
You do not need to provide any documentation during the initial online application process. However, please note that additional information may be required during the account review process, such as a copy of your SSN card or your photo ID (Passport or Driver’s License).
Still got questions? Contact TradeUP Customer Support by email at support@tradeup.com or reach out to us on Live Chat!