I am an international client and do not have a Social Security Number or Tax ID Number. How can I register?
International clients without a Social Security Number or Tax ID Number are eligible to register online. Please speak with your Financial Advisor to add your Mother’s Maiden Name to our system. Once this is complete, you should be able to register the following day by inputting your 13-digit account number and your Mother’s Maiden Name, leaving the Social Security Number/Tax ID Number field blank. If you have additional questions, please call our Online Client Service Center at 1-800-221-3636 or contact your Financial Advisor.
