Accounts
-
Am I eligible to open a Sidepocket account?
U.S. citizens who are over the age of 18 can register for Sidepocket, as well as open brokerage accounts. Brokerage accounts in Sidepocket are issued by Apex Clearing Corporation. -
How can I change my account information (email address, phone number, password)?
Users can change their account information such as their address, phone number, and investor profile by going to Settings > Investor Profile. Users may also change their password by going to Settings > Security > Change password. Users may update their email address by contacting us dire... -
A Subscription to Sidepocket gives you access to 1 of each account sub-type that we support. To close a custodial account in Sidepocket, you must cancel your subscription. In order to cancel your Sidepocket subscription, you must liquidate all of your Sidepockets and cash in your held accounts, a...
-
How do I open an additional account?
You can open 1 of each sub account type that Sidepocket offers. To open an additional investment account, open the slide out menu and click on the card which contains the account values, this will open the NAV / account info screen. Then click on the account number at the top of the screen, and t... -
What account types does Sidepocket support?
Sidepocket supports Individual Brokerage Accounts, Traditional IRAs, and Roth IRAs via our brokerage / clearing and custody partner Apex Clearing Corporation. Applicants must be U.S. citizens who are at least 18 years of age. -
Your account can be rejected for a number of reasons, primarily if there is a failure during the Customer Identification Program (CIP) investigation process that occurs at account opening. This could be the result of inconsistent information regarding your name, address, tax ID/social security nu...