By confirming your identity and upgrading your account to a verified account is no extra cost, you unlock a variety of great features that improve your user experience. These include special discounts, increased storage options, and more!

Opting for a verified account brings numerous benefits that enhance the functionality and security of your account.

Key features and advantages of a verified account include:

Enhanced Security with Two-Factor Authentication: Your account gains an extra layer of security through two-factor authentication, ensuring the safety of your information.

Multiple Payment Options: Enjoy the convenience of various payment methods, such as ACH capabilities, for smoother and more flexible transactions.

Simplified Processes: Once your account is fully verified, you can say goodbye to cumbersome paperwork, boosting efficiency and saving time.

Various Account Types: Choose from different account types to customize your account based on your specific needs and preferences.

IRA Integration: Seamlessly manage your investments with IRA integration, simplifying funding, trading, and distribution processes.

Multiple Authorized Users: Provide access to multiple authorized users for shared account management and collaboration.

Improved Sellback and Withdrawal Processes: Experience faster processing times for sellback and withdrawal requests, giving you quicker access to your funds.

Mail-in and Sell Option: Conduct mail-in transactions or sell directly from your verified account, offering flexibility and convenience in investment management.

Centralized Information Hub: Access a single platform for all your account information, including monthly statements, portfolio evaluation, and transaction history.

These features and services make a verified account a valuable tool, enhancing your overall experience and providing a secure and efficient platform for managing your finances and investments.