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Account Setup & Management
- 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?
- Where can I find the investment terms for past investments?