Once you’ve submitted your account opening application, our team will review it within the following 1-2 business days. As soon as your application is approved, you’ll receive an email confirming you’re ready for next steps —so keep an eye on your inbox!
In some cases, the review process may take a bit longer due to additional information needed. If we need some further documents, our team will reach out to you via email with instructions.
Common reasons for delays can include:
• SSN or tax identification discrepancies
• A mismatch in your date of birth, legal name, or address
We’re required to collect and verify this information to remain compliant with federal, FINRA, and SEC regulations.
Thanks for your patience - we’re excited to get you started with Tradesk!