Why are you asking me (parent) for so much financial information to set up Investing?

  • Updated

In order to set up Copper Investing, we are required to request this industry standard information from you so we can meet certain regulatory obligations. 

 

For more information on opening brokerage accounts you can refer to What to Expect When You Open a Brokerage Account | FINRA.org. 

 

These questions should be answered from the perspective of you - the parent (and primary account holder).

 

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