Why do I need to verify my identity?

Updated 2 months ago by Leland Sutton

All users are required to verify their identity, prior to investing through the app. We are required to gather certain information about our users in order for our broker-dealer to have a complete profile and ensure suitability for each investor.

This includes:

  • Your given name
  • Date of birth
  • Social security number
  • Employment information
  • Accreditation status

It is important that users answer these questions accurately.

How did we do?