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Information needed to open an investment account

During the sign-up process for stock trading, you'll need to answer multiple questions and provide some information for regulatory purposes, including (but not limited to):

  • National ID must match your first nationality
  • Provide an occupation as close as possible to your current job
  • Confirm if you’re affiliated with or employed by a stock exchange, FINRA member firm, or municipal securities broker-dealer
  • Enter your SSN if applicable

If you don’t have a TIN, if you’re a student, or if your tax residency doesn’t match your Revolut account, you won’t be able to open an investment account. If your residence differs from your nationality, we’ll request a reporting number (usually a tax ID) due to regulations.

Why was my investment account application rejected?

Your investment account application may be rejected or delayed in the following circumstances:

  • The SSN you entered doesn’t match the one in your Revolut account
  • Ensure both SSNs are the same to avoid delays
  • If you’ve previously had an investment account with Revolut, we’ll need to complete extra checks before approving your new sign-up
  • Read this FAQ for more info

If your investment account verification is pending for longer than 2 business days, you can contact us via chat in the Revolut app.