Frequently asked questions
Please see the answers to our frequently asked questions. If you have any additional questions or need immediate assistance, please call 866-795-7558 or email us at help@connectinvest.com
Getting started
How do I open an account?
Creating your Connect Invest account is easy. Get started here and verify your email address. The second step is identity verification. The final step is to link your bank account to your Connect Invest wallet to transfer funds to make investments.What type of investment accounts am I able to open?
Connect Invest allows investors to open a personal cash account, IRA account, trust accounts, or business account.Why do I need to provide personal information?
Connect Invest is required to complete identity verification to meet the financial suitability requirements. Connect Invest uses a third-party integration, Dwolla, for identity verification. This information is also necessary to prepare your tax documents at the end of the year.What are the requirements to open an account?
- Must be U.S. citizen or permanent resident
- Must be at least 18 years old
- Must have U.S. social security number