How do I create a personal account?

Complete your tier 3 profile to access our trading desk, loans, and Unchained IRA.

How to add a personal account to your Unchained profile:

  1. Navigate to and select Individual Account.
  2. Select your Country and State.
  3. Review the financial services available in your state. 
  4. Your Name: Enter your name. 
  5. Date of Birth: Enter your date of birth.
  6. Home Address: Enter your home address. 
  7. Identification: Upload a valid driver’s license, passport, or other proof of residency. 
  8. Submit Profile Data: Review the provided information and Submit to complete your tier 2 profile.

    How to complete your Tier 3 profile:

  9. Click Start tier 3 profile.
  10. Social Security number: Enter your SSN.
  11. Financial information: Enter an approximation of your income and provide a brief description of your assets.
  12. Submit Profile Data: Review the provided information and Submit.

Once we approve your Tier 3 profile, you can access all of our services if you're in an approved state. If you’ve ordered the Concierge Onboarding service, we are happy to help you build your personal vault during that meeting.

Tip: We recommend enabling two-factor authentication (2FA) for increased account security.