What do I need to get started?

Once you download the Stackwell app, you’ll need:

• A valid email address where we can reach you and regularly send you account information.
• Your online banking log in information to link your account to fund your investments and subscription fee.
• Your physical address--this should be your most permanent address since we can't accept a PO Box or business address.
• Your Social Security Number.
• General Profile Information like your financial goals, occupation, and earnings. This will help us recommend the right portfolio for you.