Getting Set Up
Setting up your Otis account takes less than 5 minutes! All you need to do is:
- Install the app and register
- Verify your identity and complete your account registration
- Connect your financial accounts
- Set up waitlist notifications
What information do you need from me?
We ask you a series of questions about yourself as part of the account registration process in order to understand more about you and your priorities. This will include information regarding your current income, financial objectives, risk tolerance, and employment status.
We do this in order to best serve your needs: an 20-year-old single student has different financial objectives and priorities than a 35-year-old professional with children.
In addition, verification of your identity requires basic information including your full legal name, age, phone number and social security number. For more information about verifying your identity, visit our FAQ here.