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
- How to Close an 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)
- Entity Account Opening Instructions
- How do I know if I am considered a "Professional" subscriber?
- Opting-in for professional data
- How do I opt-out from professional (live) data and avoid fees?
- Account Migration for Entity Accounts
Entity Accounts (5)
- Share a Referral Link
- How to add a Referral or Promotional Code
- How to Redeem Referral Credits
- When can I expect my referral credit prize?
- Subscribe to the luckbox Magazine
- tastylive Live Events
- Subscribe to the Cherry Bomb Newsletter
- Tiered Opening Promotion 2023
Promotions and Offers (8)