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Creating Individual/Custodial Accounts and Transferring from Other Brokerages
10 articles in this collection
Written by
Kevin Loo
and
Stockpile Support Notifications
Creating a Stockpile Account
What do I need to sign up for an account?
Account Requirements
Written by
Stockpile Support Notifications
Updated over a week ago
What types of accounts do you offer?
Keyword: types, custodial, individual account, ira, retirement
Written by
Stockpile Support Notifications
Updated over a week ago
Why do I need to provide my SSN?
Keyword: SSN, social security
Written by
Stockpile Support Notifications
Updated over a week ago
How long does it take to set up my account?
Keyword: how long, account set up
Written by
Stockpile Support Notifications
Updated over a week ago
Transferring to Stockpile
Transfer Your Stock to Stockpile
We're here to help you transition to Stockpile so you can continue investing for your future without missing a beat. :) - ACAT, Brokerage
Written by
Stockpile Support Notifications
Updated over a week ago
How do I add a Beneficiary?
Keywords: Beneficiary, TOD, Transfer, Estate
Written by
Kevin Loo
Updated over a week ago
More Information about Custodial Accounts
How can I add a custodial account?
Keyword: another account, custodial, kid, teen
Written by
Stockpile Support Notifications
Updated over a week ago
Can a kid or teen buy and sell stock?
Keyword: buy, sell, child, kid, teen, stock, own, stock
Written by
Stockpile Support Notifications
Updated over a week ago
How do I set up a separate log in for my custodian account?
Custodian, email, log in, kid, teen
Written by
Kevin Loo
Updated over a week ago
Custodial to Individual Account
"I am 21 (or 18) now and want to change my account from a custodial account to an Individual brokerage account."
Written by
Stockpile Support Notifications
Updated over a week ago