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What info do I need to open a kids investment account?

A few minutes and some basic info is all you need to get started

Written by Glenda

Opening an account only take a few minutes, but it can be even quicker if you already have the following information:

  • Child’s name, address, and SSN (an investment account cannot be created for an unborn child who does not yet have a SSN)

  • Custodian’s name, address, and SSN

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