Set up your account
Dive into accreditation, account types, and managing your account
20 articles
How do electronic transfers with Plaid work?
Can I add beneficiaries to my account?
Can I transfer my investment(s) to another investor account?
Does Willow Wealth provide any tax, legal or accounting advice?
How can I verify my accreditation status?
How do I enable Two-Factor Authentication (2FA) on my account?
How do I update my user account or investor account details?
How do I update my account eligibility as an existing investor?
How frequently do I need to update accreditation information?
Linking a bank account via Plaid with micro-deposit verification
What documentation can I provide to confirm my accreditation via net worth?
What documentation do I need to provide to verify accreditation with an active CRD number?
What documentation must I provide to confirm accreditation if I am investing on behalf of an entity?
What documentation must I provide to confirm accreditation if I am investing on behalf of my trust?
What if I lose my Two Factor Authentication (2FA) device?
What income verification documents are acceptable to use to confirm my accreditation?
What is the process for including my partner or spouse in my account?
What is the Willow Wealth Loyalty Program and how does it work?
What tax documents will I receive and when?
What third-party agents are appropriate to confirm my accreditation?