Takes your SSN and complete identity information before sharing While not told in advance, they require complete KNC (know your customer) information including social security information. If this were legit, you'd think corporate or other legal tax ID's would be acceptable, but in any case, F that SSN BS needed just to check out the service.

Caution.. still appears to be Beta..beware I would be careful with this company. I paid my fee for the year and deposited 10k. After a few weeks, I could no longer see the menus or options via a web-browser. After numerous discussions with CS, I was told it was my browser(Chrome/Edge), my wifi setup, firewall etc. I was able to access the account via a mobile device, which was another concern. I closed my account and they did transfer out the remaining balance (200-300 loss)+fee. I recently wrote to CS about the return of the annual fee, to my surprise I was told they helped other users with the same problem but I did not provide enough information (BS). They refuse to return the fee.., not worth investing with them.. appears their technology is still being tested -June 2023