Take 3 simple steps to create a path filled with opportunities for your child
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
Here's how it works:
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.
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.
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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