Group 65Go to Otis

Advice and answers from the Otis Team

Most Common FAQ

Collection of the most frequently asked questions

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4 articles in this collection
Written by Minna Fingerhood, Kathleen Hayes, and Michael Karnjanaprakorn

Cash Accounts

Add some articles to this collection

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7 articles in this collection
Written by Amy Li

About Otis

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5 articles in this collection
Written by Michael Karnjanaprakorn, Kathleen Hayes, and Minna Fingerhood

For Investors

Information for our investors

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12 articles in this collection
Written by Kathleen Hayes and Alex Kayaian

Getting Set Up

Learn how to get your account up and running

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2 articles in this collection
Written by Minna Fingerhood

Our Assets

Learn more about asset management and ownership at Otis

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6 articles in this collection
Written by Kathleen Hayes and Minna Fingerhood

Plaid

Learn more about common questions and issues for Plaid

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4 articles in this collection
Written by Kathleen Hayes

Verification

Learn more about common verification questions and potential issues

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3 articles in this collection
Written by Alex Kayaian

VIP Program

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4 articles in this collection
Written by Minna Fingerhood

Selling with Otis

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1 article in this collection
Written by Minna Fingerhood