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How do I open an account?

Create an account to fund it and claim rewards

Updated over a week ago

Creating an account in our mobile app takes most customers 6-9 minutes. Complete the following steps to finish opening your Choice account:

1. Enter your email address and select Next

2. Enter your password and select Next

3. Enter your phone number and select Next

4. Enter the confirmation code and select Next

5. Review What's Next and select Get Started

6. Enter legal name and select Next

7. Enter birthdate and select Next

8. Enter social security number and select Next

9. Enter current Home Address and select 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 select Next

Please note: Users can open multiple accounts after initial onboarding is completed (for example, many clients open both Roth and Traditional IRAs with Choice.)

12. Choose your package type and select Open account

Please note: Your plan type can be changed at any time after your account is opened.

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