How do I open an account?
The easiest way to create an account is to do so securely online. You’ll need about 15 minutes and $25 to get started. As the account owner, we’ll need your full name, email address, mailing address, date of birth, and Social Security number or tax ID — and we’ll need the same info for your account’s beneficiary (if it’s someone other than yourself). Once that info is confirmed, you’ll be able to set a savings goal, connect your bank account, choose your investments, tweak any account preferences, and more.
If you’d rather open your account as a UGMA/UTMA account for a beneficiary, you can, but you have to download and submit our Enrollment Form (PDF) offline. And if you’re an entity like a trust or organization, you can also open an account, but you need to download and submit our Entity Enrollment Form (PDF) offline.