This page is for information purposes only. Certain services and features may not be available in your jurisdiction.

FAQ

Account, security, and verification

What attestation do we need to agree to when verifying as an institutional customer?
Published on Feb 5, 2024Updated on Oct 2, 2024
How do I verify as a privately owned operating company?
Published on Oct 13, 2023Updated on Oct 12, 2024
How do I verify as a trust?
Published on Oct 13, 2023Updated on Oct 12, 2024
How do I verify as a non-profit?
Published on Oct 13, 2023Updated on Oct 12, 2024
Which proof of address (POA) is acceptable for institutional verification?
Published on Oct 13, 2023Updated on Oct 12, 2024
How do I verify as a fund?
Published on Oct 13, 2023Updated on Oct 10, 20241
How do I verify as a government-owned enterprise?
Published on Oct 13, 2023Updated on Oct 9, 2024
How do I verify as a privately owned financial institution?
Published on Oct 13, 2023Updated on Oct 9, 2024
What's my company type and which documents should I prepare?
Published on Oct 13, 2023Updated on Oct 9, 2024
How do I verify as a private investment vehicle or family office?
Published on Oct 13, 2023Updated on Oct 9, 2024
How do I verify as a publicly traded company?
Published on Oct 13, 2023Updated on Oct 2, 2024
Guide to ID and selfie photos for identity verification
Published on Oct 13, 2023Updated on Sep 4, 2024
How do I close my account? (app)
Published on Aug 22, 2023Updated on Oct 27, 2024
How do I change my authenticator app?
Published on Sep 11, 2023Updated on Oct 19, 2024
How do I change my phone number?
Published on Sep 7, 2023Updated on Oct 19, 2024
Showing 16-30 of 41 articles