How do I open a brokerage account with Kapitall Generation?

It's quick and easy! Simply click the Kapitall Generation Portfolio located on the Playground and select the option to Complete Application from the Action Menu.

You can also click on Open Account at the top of the Playground in the Navigation Menu.


After clicking on Complete Application, please choose the option Pro Portfolio.


Once you click on Pro Portfolio, the Brokerage Application will begin to load.

Choose either Individual or Joint, depending on how many owners there will be on your account. Then choose the account you would like to set up: Margin, Cash Onlyor an IRA Account. Click on the Continue button located on the bottom of the page.


On the subsequent pages, you will need to provide your personal information so that you may apply for a Brokerage Account with Kapitall Generation.

Click Next or Previous to either move on to the next page of the application or to go back to the previous page to edit information.

 *Please Note: You must be a U.S. Resident and have a valid U.S. Social Security Number in order to apply for a brokerage account with Kapitall Generation.


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