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How do I find my account number and account type?
How do I find my account number and account type?

Where to locate your account number when you need it

Updated over 8 months ago

Your account number can be located in the Choice app.

On the Portfolio screen, tap the icon in the top right corner that includes a four digit number preceded by the pound sign (example: #5678). These are the last four digits of your account.

When you tap this icon, it will pull up your Holding Accounts screen where you can view your full account number and account type.

If you have multiple accounts, this screen will display all of your accounts. Selecting one of the other accounts will change the actively selected account that you are in.

If one of your accounts is missing, please contact support to correct this.

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