How do I change my password?
I need help setting up an account. Who can I talk to?
Where do I update my personal information?
How do I deactivate a profile on my account?
How is my information kept secure?
Why do I need to upload a copy of my ID or passport?
Can I invest from my IRA or 401(k)?
Can I add a profile for a family member to my account?
Can I gift someone with an investment?
Can I invest under a trust or business?
How do I change my password?
I need help setting up an account. Who can I talk to?
Where do I update my personal information?
How do I deactivate a profile on my account?
How is my information kept secure?
Why do I need to upload a copy of my ID or passport?
Can I invest from my IRA or 401(k)?
Can I add a profile for a family member to my account?
Can I gift someone with an investment?
Can I invest under a trust or business?
Yes, If you have an existing 401(k) or IRA account, you can create a matching profile by going to your Profiles page and selecting “IRA.”
Please be advised that we cannot create a new 401(k) or IRA account for you, and these profiles are for registering investments through an existing account only. We always advise contacting your 401(k)/IRA institution and verifying if they can custody these types of investments (or allow you to custody them outside their institution) beforehand.