Account Opening & Management
- Account Minimums
- Account Types
- Application Processing Times
- Joint Account Opening
- Opening an additional account
- How do I change my account type?
- How do I reopen my account?
- Credit Check
Account Opening (14)
- 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 (13)
- 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)
Trading Levels & Suitability (3)
- Supported Countries for International Accounts
- Taxes FAQ for International Accounts
- Tax Withholding Rates for International Customers
- How do I complete and submit a W-8 BEN?
- Required Account Opening Documents (International Accounts)
- International Account Funding Methods
- How to Withdraw from an International Account
International Accounts (7)
- 401k and 403b Rollovers
- How to Convert a Traditional IRA to a Roth IRA
- What is a Roth IRA?
- What is a Traditional IRA?
- IRA Associated Fees
- How to eclassify an IRA Contribution
- How to remove an excess IRA contribution
- How to Recharacterize an IRA Contribution
Retirement Accounts (IRAs) (8)
- 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)