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What do I need to open an account?

It only takes $25 to open an account and invest for the future. To get started, you’ll need your email and the information below for yourself, the beneficiary, and the successor owner (optional, but suggested): 

  • Name 
  • Home address
  • Phone number 
  • Date of birth 
  • Social Security Number

To set up the account, you will need:

  • To choose your investment(s)
  • Your bank account number and routing number 
  • To make an initial $25 contribution to the account