Opening a FlexInvest account
Updated over a week ago

Opening an account is fast, easy, and secure. In a matter of minutes, you'll be on your way to enjoy all the features FlexInvest has to offer. Just follow these steps:

  1. To get started, enter your email address and choose a password for your account.

  2. Set your new PIN and enter your phone number to verify your device.

  3. Enter your contact information, including your full name, and address. We must comply with regulations that ask for personal information to open new brokerage accounts for individuals. Rest assured that we’ll never share your information for commercial purposes and always keep your data safe and secure.

  4. Select among the different options to complete your investor profile. Answering these questions about your currency, income, and risk tolerance helps us tailor your investing experience.

  5. Verify your identity by entering your date of birth and scanning your government-issued ID. We are legally required to implement these identity verification procedures to prevent money laundering and terrorism activities.

  6. Confirm that you have read and consent to our terms. Visit our full Disclaimers library for more information.

  7. Last but not least, you need to complete an appropriate assessment test. You can skip that step for now, but you must do it later to invest in fractional shares and leveraged products with FlexInvest.

Please keep in mind that the approval process for your account may take up to 3 business days. We will notify you once your account has been approved. In the meantime, you can go ahead and explore our investment options.

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