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Help! I’m having trouble signing up for a kid’s investment account

Having trouble verifying your information for a kid's investment account? Here are common fixes that can help

Written by Glenda

Here are some common troubleshooting steps:

Child’s Info

  • First and last name must be at least 2 characters

  • Names can only include letters, hyphens, and apostrophes

  • The child must be under 15 years of age. A DOB for a child 15 or older will be ineligible

Custodian’s Info

  • First and Last Name: Must be at least 2 characters

  • Names can only include letters, hyphens, and apostrophes

  • Your first and last name should match your Social Security card and driver's license (i.e. Robert, not Rob, Bob, Bobby, etc.)

  • The custodian must be over 18. A DOB for a custodian under 18 will be ineligible

  • Must be a US Citizen

  • Social Security number in XXX-XX-XXXX format

  • Date of birth in MM-DD-YYYY format

  • Physical address in the standardized format and not a P.O. Box address (ie 100 Main St. Apt 2B, Everytown, NY 12345)

  • Phone number in XXX-XXX-XXXX format

  • Email address spelled correctly

Bank account setup

  • The linked bank account must be a checking account

  • The account must be in the custodian’s name

  • Business accounts are not eligible

Important to know

If we’re unable to verify your information, the account may become ineligible.

  • If ineligible, we may not be able to share the specific reason for the outcome

  • Some verification issues may be reviewed manually, while others cannot be changed

  • You will not be charged for an account that is ineligible

If the system is still unable to verify your identity, and you are not ineligible, please reach out to us via e-mail at support@meetfabric.com. We will take a look to see if there are any additional steps that can be taken to manually verify your identity.

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