FDIC insured Open Account
Accounts

Investment account

Separate long-term goals from everyday banking, with one place to view balances and activity.

Organize longer-term money

Use an investment account structure to keep long-term goals separated, while still managing access and monitoring in online banking.

  • Better separation between spending and goals.
  • Clear visibility across accounts in one dashboard.
  • Secure access and device session protections.

Note

Product availability depends on region and verification. Contact support for eligibility requirements.

Requirements

  • Government-issued ID (valid)
  • Proof of address (where required)
  • Verified profile (KYC) for long-term products

Depending on region, additional information may be requested for suitability/compliance.

How to open

  1. Register for online banking.
  2. Select Investment account.
  3. Complete verification (KYC) and any required confirmations.
  4. Sign in to track balances and activity in your dashboard.