Can I assign a beneficiary to my account?
We currently don't allow customers to name a beneficiary. In the event of a death, we'll work with the executor of the estate to collect proper documentation and dissolve the account appropriately.
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Getting started with trading
- How do I open a trading account?
- What types of trading accounts are supported?
- Funding my investment account
- Why should I provide information about my income and occupation to trade?
- How do I submit documents?
- I am associated with another broker-dealer. Can I still open a trading account?
- I don't have an SSN, can I still open an account?