Let's Get Started
We’ll get your child’s UTMA/UGMA account setup so they can learn and invest safely. We just need a few pieces of information.
Your info
Simple things like address & DOB to make you the account holder.
Child info
Child info Info such as DOB & SSN to make them the beneficiary.
Their first investment
Give your child a headstart with a donation to their new account.
Why do we need this?