Documents required for account opening

To open an individual account, you may need to provide:

• A government-issued photo ID such as a driver’s license, passport, or state ID
• Proof of address such as a recent utility bill, bank statement, or lease agreement dated within the last 90 days
• Your Social Security Number for U.S. residents, or tax residency information for international applicants
• Basic financial and employment information for suitability screening

If any document is unclear or expired, our onboarding team may ask for a replacement. This is a standard part of the Know Your Customer (KYC) process that all regulated brokerages follow.

For corporate and entity accounts, additional documents are required. See our Corporate & entity accounts article.