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My Account

16 articles
Sam avatarOliver avatar
Written by Sam and Oliver

How can I close my account?

Sam avatar
Written by Sam. Updated over a week ago

What is a Trusted Contact?

Sam avatar
Written by Sam. Updated over a week ago

What are inactivity fees?

Sam avatar
Written by Sam. Updated over a week ago

Frequently Asked Questions - SIPC

Sam avatar
Written by Sam. Updated over a week ago

Where do I find my account documents?

Find your trade confirmations, statements and tax documents.
Sam avatar
Written by Sam. Updated over a week ago

How safe is my money? (SIPC)

Short answer: super safe.
Sam avatar
Written by Sam. Updated over a week ago

How am I protected?

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Written by Sam. Updated over a week ago

How do I reset my password?

Sam avatar
Written by Sam. Updated over a week ago

What is buying power?

Funds that are ready to be invested.
Sam avatar
Written by Sam. Updated over a week ago

Why don't I have buying power yet?

Oliver avatar
Written by Oliver. Updated over a week ago

Where do I find my brokerage account number?

Sam avatar
Written by Sam. Updated over a week ago

Can I add a beneficiary?

Sam avatar
Written by Sam. Updated over a week ago

Why is my account restricted?

Sam avatar
Written by Sam. Updated over a week ago

How do I cancel my account?

Sam avatar
Written by Sam. Updated over a week ago

Account Balances

2 articles
Sam avatar
Written by Sam
Public FAQ
  • Securities by Open to the Public Investing, member FINRA & SIPC
  • Crypto trading through Apex Crypto (NMLS ID 1828849), NY DFS
  • Alts offered by Dalmore Group, LLC, member of FINRA & SIPC
  • Treasuries offered by Jiko Securities, Inc., member FINRA & SIPC
  • Treasuries: Not FDIC Insured; No Bank Guarantee; May Lose Value.
  • Banking services and bank accounts are offered by Jiko Bank
  • Information provided is not a recommendation of any securities.
  • All investments involve risk of loss. Full disclosures here.
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