Opening up a brokerage account before my U4 is filed
Hello,
I just recently started in IB. I want to open a vanguard account for my Roth IRA. I have not filed my U4 yet, (doing that Monday). Do I put down my employment details as an associated person, or say I’m unemployed until I filed the U4 then change it? Or do I create the investment Roth IRA account after I have filed the U4?