Where do I upload my photo ID?

You upload your photo ID (a valid government-issued driver’s license or passport) to your specific investing account located under Investing Accounts.

Note: it is recommended that you upload a government-issued photo ID for every investing account you create. If there are multiple members in an investing account, each member should upload their government-issued photo ID. 

Step 1: Create or select an Investing Account.

  • Click on Investing Accounts in the navigation. You will see your existing investing accounts listed.
  • If you would like to create a new investing account, click on ‘+ Add an Investing Account.’
  • Click on the Investing Account you would like to upload your government-issued photo ID to.

Step 2: Click on ‘Account members’

  • All account members for that specific investing account will be listed. 
  • Click on the specific member whose government-issued photo ID you would like to upload. 
    • Personal information for that account member will show up.
  • Scroll down until you see a section titled ‘Photo identification.’

Step 3: Upload a photo of your government-issued photo ID

  • Either drag and drop your photo or upload it from your computer
  • Make sure the picture is clear and easy to read
  • Once uploaded, the file will appear below, confirming it has been uploaded.