Skip to main content

Which account type should I choose?

How to select the right account type for you

Updated over 10 months ago

After verifying your email address, you'll be asked to select one of four account types: Personal, Trust Fund, Business or Nonprofit. Here's a quick breakdown of our Account Type options:

  • Individual - An individual account is best suited for individuals who wish to invest their own funds, not those allocated to a business, trust, or other entity. This is the appropriate account type for most Worthy Wealth members.

  • Trust fund - Choose this option to use an existing trust fund as the legal entity to purchase bonds. If you haven't yet created a trust fund, you will need to do so through an external entity, as Worthy does not offer this service.

  • Nonprofit - This option is intended for nonprofit LLCs and corporations.

  • Business - Choose this option if you have an existing business entity. If you run a business online or out of your home, let us know so we can advise you on how to best complete the provided forms.

Please note our IRA option is under development and coming soon!

Did this answer your question?