The following requirements are incorporated to ensure identity protection for our clients, as well as, to provide added security to our platform.
Requirements include, but are not limited to:
- Applicant must be 18 years or older to establish an account
- U.S. Issued SSN (Social Security Number)
- U.S. Government-Issued Identification Card (State Issued Driver's License, U.S. Issued Passport, or Military Identification Card)
- Applicant must have U.S. taxable income to be eligible to make contributions (please consult with your tax professional as we do not provide financial advice)
- Applicant must reside in the United States of America or a U.S. Military Base or U.S. Territory
- Residential addresses are required; we will NOT accept PO Boxes or business addresses
- A primary beneficiary is required to proceed with your application
- Beneficiaries must provide an SSN or ITIN (Individual Taxpayer Identification Number)
- If the beneficiary lives outside of the United States, then a SSN or ITIN is not required
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