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What are the minimum requirements for opening an account?

Asked 2 years ago
The minimum requirements for opening an account with Mellon Investor can vary depending on the type of account one wishes to establish. Generally, individuals interested in opening an investment account should be prepared to provide personal information, including identification, Social Security number, and financial details. Some types of accounts may also require a minimum initial investment amount; this can differ based on the specific investment products or services selected. Additionally, prospective account holders may need to complete an application form, which requires information about investment goals and risk tolerance. It is also advisable to have a clear understanding of the fees associated with maintaining an account, as these can influence investment choices. For the most accurate and detailed information regarding specific account types and their requirements, it is beneficial to visit the official Mellon Investor website. There, one can find comprehensive information, including any updates or changes to policies or minimum investment amounts.
Answered Aug 2nd 2025

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