Creating an account in our mobile app takes most customers 6-9 minutes. Complete the following steps to finish opening your Choice account.
Enter your email address and click Next
2. Enter your password and click Next
3. Enter your phone number and click Next
4. Enter the confirmation code and click Next
5. Review What's Next and click Get Started
6. Enter legal name and click Next
7. Enter birthdate and click Next
8. Enter social security number and click Next
9. Enter current Home Address and click Next
10. Start verification to confirm your identity
Note: This step can be skipped during onboarding, but must be completed with 30 days from opening an account.
11. Choice your retirement account type and click Next
Note: Users can open multiple accounts after initial onboarding is completed (example: Roth IRA + Traditional IRA)
12. Choose your package type and click Open account
Note: Plan type can be changed after it it opened
