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What do I need to open an account?

As little as 5 minutes and some basic info is all you need to get started

Glenda avatar
Written by Glenda
Updated over a week ago

Take 3 simple steps to create a path filled with opportunities for your child

  1. Choose your goal

    We’ll ask you some questions about your goals for this account. Don't worry - you can easily change your goals at any time.

  2. Set up the account

    Since this account is for your child, we’ll need some of their information (i.e.: name, birth date, SSN), as well as yours, as their custodian.

  3. Get started

    Jumpstart their investment goals by connecting a bank account, to start planting those financial seeds! Learn more about basic costs and contributions here.

Social security numbers (SSNs) are used to verify your identities and prevent fraud. We use bank-level encryption for your protection.


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