Account Opening

3 articles in this collection
Written by Isaac Schweigert and Colm Flavin

How does ModernAdvisor verify my identity as a client?

Regulations require ModernAdvisor as a financial institution to verify all clients' identity. We use an automated process to do this.

Written by Isaac Schweigert
Updated over a week ago

Why do you need my banking information?

Bank information

Written by Colm Flavin
Updated over a week ago

What do I need to open an account?

Account Opening

Written by Colm Flavin
Updated over a week ago