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What documents do I need to provide when signing up for Robo-Advisor?

During the in-app Robo-Advisor sign-up process, you'll be asked to review and accept our T&Cs, and provide a copy of a valid identity document, a FATCA/CRS declaration, and a W-8 BEN form.¹

You'll then be prompted to take a suitability questionnaire to assess your financial situation, risk tolerance, and investment experience, knowledge, and objectives.

Lithuanian residents will be required to provide proof of spousal consent, which can be done in-app.

¹A W-8 BEN form is a US Internal Revenue Service (IRS) form. By completing it, you're confirming you're not a US taxpayer. A reduced withholding rate may be applied depending on your country of residence and any tax treaty between that country and the US.