Why do I need to provide so much information when creating an account with Axos Invest?

We know it can be a little disconcerting to give personal information like your address and social security number, but we need this information to verify your identity. We want to make sure if we're opening an investment account in your name, you are who you say you are. Similarly, other accredited banks or financial advisors ask for the same information. Note that this process does not require a credit check. Read more about our security.

Was this article helpful?