Account Opening & Management
- Initial Platform Access
- Account Types
- Account Minimums
- Trusted Contact
- International ID Number
- Application Processing Times
- Live Quotes
- Acceptable Visa Types
Account Opening (16)
- Supported Countries for International Accounts
- International Account Funding Methods
- Required Account Opening Documents (International Accounts)
- Funding with CurrencyFair
- TransferWise and Revolut
- How to Withdraw from an International Account
- How do I complete and submit a W-8 BEN?
- Tax Withholding Rates for International Customers
International Accounts (8)
- Contact Us
- Limited Trading Authorization (LTA)
- Trade Confirmations & Account Statements
- Close Account
- Changing Personal Information
- Push & Email Notifications
- Changing Usernames
- Change Email Address
Account Management (15)
- Two-Factor Authentication via Authenticator App
- Two-Factor Authentication via SMS
- Change Password
- Password Reset
- Confirm Email Address
- SIPC Protection
- Security Question
Account Security (7)
- 401k and 403b Rollovers
- How to Convert a Traditional IRA to a Roth IRA
- What is a Roth IRA?
- Traditional IRA?
- IRA Associated Fees
- How to remove an excess IRA contribution
Retirement Accounts (IRAs) (6)