Our account form is way shorter than what you have to fill out at other brokerages.  It takes most people 3 or 4 minutes to fill out, and when you’re done, we verify your information electronically.  If everything checks out, you’ll have a brand new brokerage account instantly.  Otherwise, we’ll follow up with an email asking you for a copy of your driver’s license or other documentation so we can approve your account.

If we ask for additional information, the instructions will be provided in an email. You can log into your account to upload the required documents.

If you have credit monitoring in place through a credit monitoring agency you will be prompted to provide additional information. We do not "check your credit score" but we do follow your instructions to protect your credit and do no open a brokerage account without requesting additional information from you. It can take up to 24 hours to receive the instructions if you have credit monitoring in place.

Did this answer your question?