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Updating your information

Verifying it’s you

Best practices

Two-Factor Authentication

Avoid scams

Report security vulnerabilities

Close my account

Downloading your tax documents

Problems with orders

Why didn’t my market order execute?

What is freeriding?

General questions

SUGGESTED READINGS

Registration and membership

Passfolio Securities, LLC is an SEC-registered broker-dealer, and a member of both the Financial Industry Regulatory Authority (FINRA)...

Updating your information

Find out more info about how to update your information, such as your password, email address, phone number and more...

Who is the owner of the stocks when you buy them?

You have all ownership rights and are registered as the beneficial owner of any stock you buy in Passfolio. That means every dividend and...