What are the minimum eligibility requirements to apply for an account?

Modified on Mon, 23 Oct 2023 at 02:15 PM

When applying to a Save account you are also applying for an account with our partner bank and investment custodian. As your financial provider and advisor, there are also regulatory requirements that must be met in order to be approved.  

Below are our minimum eligibility requirements: 

  • You must be at least 18 years of age
  • You must be a US Citizen or Permanent US Resident (Green Card holder)
  • You must have a permanent US address 
  • You must have a valid Social Security Number

We also perform identity and risk verifications according to our security policies. Visit Joinsave.com/legal for full details on our eligibility requirements. 




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