Profile & Settings
About your profile & settings with Plenty.
My Profile
- What do I need to open my Plenty investment account?
- Why do you need my personal information?
- How do I update my profile?
- How do I rename a goal?
- How do I change my legal name?
- How do update my address?
Documents & Taxes
- Does Plenty report my taxes?
- Do I owe taxes on my investments?
- Do I owe taxes on my dividends?
- How do I report investment income?
- Does Plenty provide account statements?
- Where are my account statements?
Security & Privacy
- How is my information used?
- How am I protected?
- How Safe is My Money? (SIPC Insurance)
- Where is my money held?
- What does it mean that my account is held with a custodian?
- Why do you need my social security number?