To help the government fight the funding of terrorism and money laundering activities, Federal law requires all financial institutions to obtain, verify, and record information that identifies each person who opens an account. What this means for you: When you open an account, we will ask you for your name, address, date of birth, and other information that will allow us to identify you. We may also ask to see your government issued identification or other identifying documents.
Please always ensure that your client profile is complete and up to date.
Never share your password with anyone. Change your password regularly and avoid accessing your account from public computers.
We will never send personal information by email or ask you to confirm any account details by email.