First Name |
Yes |
Text input |
Cannot be filled only with a sequence of spaces; should have at least 2 characters |
Middle Name |
No |
Text input |
Cannot be filled only with a sequence of spaces; should have at least 2 characters |
Last Name |
Yes |
Text input |
Cannot be filled only with a sequence of spaces; should have at least 2 characters |
Date of Birth |
Yes |
Date field |
Format: mm/dd/yyyy. Cannot be a future date or under 18 years; |
Select Citizenship |
Yes |
Dropdown list |
Can only be submitted with ‘U.S. Citizen’ or ‘U.S. Legal Resident’. Otherwise (‘Non Resident’), an error message appears next to the field |
Phone Number |
Yes |
Text input |
Format: +1 (XXX) XXX-XXXX. Only digits allowed. 1 could be chanhed with another counry code. |
SSN |
Yes |
Text input |
Format: XXX-XX-XXXX. Only digits allowed. Full SSN required for each new investment profile. Last 4 Digits of SSN are pre-populated if provided to another form (KYC/PRE-accreditation) i nthe same user session. This field is hidden when full SSN was provided for re-using a previously created investment profile. |
Address |
—- |
- |
- |
Address 1 |
Yes |
Text input |
Cannot be filled only with a sequence of spaces; Should have at least 4 characters |
Address 2 |
No |
Text input |
Cannot be filled only with a sequence of spaces; Should have at least 3 characters |
City |
Yes |
Text input |
Cannot be filled only with a sequence of spaces, Should have at least 2 characters, spaces are allowed as separators |
State |
Yes |
Cannot be filled only with a sequence of spaces, Should have at least 2 characters, spaces are allowed as separators |
|
ZIP Code |
Yes |
Text input |
Allows 5-digit (XXXXX) and 9-digit (XXXX-XXXX) formats. Only digits and ‘-’ separator allowed, no spaces. Length limited to 9 |
Country |
Yes |
Dropdown list |
Cannot be filled only with a sequence of spaces, Should have at least 2 characters, spaces are allowed as separators |