1. Help Center
  2. Getting Started

Why do you need my social security number and other forms of identification?

Verifying your identity is necessary for financial institutions to prevent fraudulent activity and for anti-money laundering purposes.

Your privacy and safeguarding your personal information are our top priorities. We'll never share or sell your information with anyone other than trusted third parties that are necessary for the business to function. 

A social security number and other personal information is necessary in order for our broker-dealer to perform a “Know Your Customer” or KYC check. Verifying your identity is necessary for financial institutions to prevent fraudulent activity and for anti-money laundering purposes.