During this step of the process you will complete the following:
- Provide the requested contact information to register an account
- Provide the requested information to confirm your identity per Securities and Exchange Commission (SEC) regulations
Prior to opening an account, we obtain your name, address, date of birth, taxpayer identification number, or other identifying numbers (e.g. Social Security number or employer identification number) and other information that will allow us to identify you. We may also ask to see documentation to verify your identity, such as an unexpired driver's license or passport.
To help the federal government fight the funding of terrorism and money laundering activities, federal law requires all financial institutions to obtain, verify, and record information that identifies each person opening an account.
Learn more about what you need to continue through registration here.