To follow SEC regulations, and guidelines provided by our
Broker-Dealer, we are required to have the following documentation for
all entities that register to complete the KYC (Know Your Customer)
check.
- Articles of Incorporation or LLC Agreements
- Tax ID letter
- ID for officer
- State incorporation documents
You may visit your
SongVest profile to upload or email documents directly to
paige.reese@songvest.com.
You may also create a new account as an individual if you prefer.