My Account

16 articles in this collection
Written by Olivia

What do I do if I forget my password?

Written by Olivia
Updated over a week ago

How safe is my money? (SIPC)

Short answer: super safe.

Written by Olivia
Updated over a week ago

How Do I Find My Transaction History?

Written by Olivia
Updated over a week ago

How Do I Edit My Watch List?

Written by Olivia
Updated over a week ago

How do I Cancel My Account?

Written by Olivia
Updated over a week ago

How do I deactivate my account?

Written by Olivia
Updated over a week ago

Can I add a beneficiary?

Written by Olivia
Updated over a week ago

How do I change my privacy settings?

Written by Olivia
Updated over a week ago

How do I change my notification settings?

Written by Olivia
Updated over a week ago

How do I access my tax documents?

Here's how to access your yearly 1099

Written by Olivia
Updated over a week ago

Why was my account restricted?

FYI - we hate restricting accounts.

Written by Olivia
Updated over a week ago

Where Do I Find my Brokerage Account Number?

Written by Olivia
Updated over a week ago

What is a Consolidated 1099?

Written by Olivia
Updated over a week ago

Account Balances

Why am I in the negative?

Written by Olivia
Updated over a week ago

Why can’t I withdraw my money?

If you're not sure, just ask us. There's usually a simple reason for this.

Written by Olivia
Updated over a week ago

Why is my buying power different than my cash?

Buying power usually equals cash value. But not always.

Written by Olivia
Updated over a week ago