Open an Account

Set Up Your Financial Engine

You’ve got the mindset, now you need the tools.

To grow wealth, you need two types of "accounts" to work together.

Open an Investment Account

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Open a Bank Account

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What You’ll Need

  • A "Partner in Crime": If you are under 18, you will likely need a parent or guardian to help you open these as "Custodial Accounts".

  • ID/Documents: Have your ID (like a passport or school ID) and Social Security Number (or Tax ID) ready.

  • Zero Stress: You don't need a lot of money to start; you just need the determination to take the first step.