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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 Brokerage Account to Stockpile

We're here to help you transition to Stockpile so you can continue investing for your future without missing a beat. :)

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