To apply for a Vault account, you must:
- Be 18 years or older
- Have a legal residence within the U.S.
- Have a valid social security number
At this time, we cannot support applicants who:
- Are employed by or affiliated with another securities firm, Stock Exchange, or FINRA
- Are politically exposed
- Are a director, officer, or 10% stock owner of a publicly traded company
Platform and technology requirements:
Vault is currently available to new customers on iOS and Android. Customers who joined Vault before June 2017 can access their accounts in our web application. We're working to combine our mobile and web app experiences and hope to have this work done soon.