As a FINRA-licensed and SEC-registered broker-dealer, we’re required by law to collect your Social Security number or tax ID, as well as your residential address, when you open an account with us.
We use this information to verify your identity under the USA Patriot Act, report your tax information to the IRS, and comply with regulations from the SEC, FINRA, and other authorities.
If you have any questions, contact our support team at support@longbridge.com.
Disclosures
This article is for informational purposes only and does not constitute financial advice.