The U.S. government requires all brokers, including our clearing broker, to collect this information. Read more about these requirements at sec.gov.
Your SSN and ID information may be used to verify your identity when processing an order. This is a one-time process and we use Docusign, a United States Electronic Signatures in Global and National Commerce Act (ESIGN) compliant secure document processor to verify your identity with our clearing partner.
Your information is not stored on Neighborly servers.
Are you having trouble submitting this information? Watch the following video for instructions on how to sign and submit your account form.