If you received an email notification requesting additional documentation for your application, please know that this is required for us to complete and open your Save® account.
The supporting document type needed will be shown and can be uploaded upon log in to your online portal or Save® app. For instructions on how to upload documents on your account, click here. Below is a list of acceptable documents. If you have any questions on our request, or have any issues uploading these documents, please contact customer support.
For Identification Documents:
- A valid, government-issued photo ID, such as a driver’s license, Identification card, or a passport
- Permanent resident card
- US employment authorization card
- Birth Certificate
For Address Verification
- Current utility bill
- Voter Registration Card
- Current Bank statement
For Social Security Number Verification:
- Social Security Card
- Tax Return
For Affiliated Approval Documents:
- 407 letter from your firm's compliance department