Set up your account
Dive into accreditation, account types, and managing your account
21 articles
How do I update my user and investor account details?
Can I add beneficiaries to my account?
Can I transfer my investment(s) to another investor account?
How do I enable Two-Factor Authentication (2FA) on my account?
What if I lose my Two Factor Authentication (2FA) device?
How frequently do I need to update accreditation information?
What third-party agents are appropriate to confirm my accreditation?
What documentation must I provide to confirm accreditation if I am investing on behalf of an entity?
What documentation can I provide to confirm my accreditation via net worth?
What can I invest in if I am not an accredited investor?
What documentation do I need to provide to verify accreditation with an active CRD number?
What income verification documents are acceptable to use to confirm my accreditation?
What documentation must I provide to confirm accreditation if I am investing on behalf of my trust?
What is the Willow Wealth Loyalty Program and how does it work?
Does Willow Wealth provide any tax, legal or accounting advice?
What tax documents will I receive and when?
Linking a bank account via Plaid with micro-deposit verification
What is the process for including my partner or spouse in my account?
About Plaid
How do I update my account?
How can I verify my accreditation status?