Once you have all the required information, getting going on Gatsby is incredibly easy and can take as little as 5 minutes. In order to get started, you’re going to need the following:
- Your social security number.
- A permanent home address.
- An active personal phone number.
- Your online bank information.
To qualify for an account, you will also need to be over 18 years of age, a US citizen or permanent resident, and have a permanent legal US address within the 50 states.
You will also want to familiarize yourself with the Options Disclosures Manual and make sure that investing in options is the right choice for you.
To get to know you better, we’re also going to ask a few personal questions about your financial profile and investment style. This will allow us to create a more personalized experience for you and provide better customer support going forward, as well as meet regulatory requirements.
Assuming you have all of those pieces together, the process should be seamless!
If you hit any issues or have general questions, please reach out to our friendly support staff who will be happy to help at firstname.lastname@example.org.