To open an account you will need:
•Identifying information - Tax ID number (e.g. social security number), date of birth, etc.
•Contact information - Legal residential address, e-mail address, phone number
Additional items you may need during the account open process:
•To process a transfer into your new account, a recent statement from your current custodian •If you pay account fees by credit card or ACH, your credit card or bank information
•Beneficiaries’ names, birth dates, and tax IDs •To submit an alternative asset investment direction, information regarding the asset