Step 1: Personal Data

Confirm your identity details

Full Legal Name

Date of Birth

Street Address

City

State

Zip Code

Social Security Number

Securities are held in entity's name

Step 2: Security Details

What are we guaranteeing today?

Your status is: Pending Review

Please complete these steps to finalize your request

Select a time for your identity verification call.

Open Scheduler

Upload a clear photo of your Driver's License or Passport.

Upload the paperwork requiring the Medallion stamp.