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Managing your Invest account

Managing your Invest account

Can I transfer my Greenlight investment account to another brokerage?
Can I transfer my Greenlight investment holdings to another brokerage?
How do I access my investment account information including monthly statements and tax documents after closing my account?
What should I do if my employer requires duplicate brokerage statements?
What is a 3210 Letter?
What is an Invest profile?
How can I change my Invest profile?
Do I have to invest in the recommended portfolio? Does my recommendation impact what I can invest in?
What is Conservative vs Moderate vs Growth vs. Aggressive Growth risk profile?
What stocks or ETFs are available to buy on Greenlight?
When are trade orders placed?
How long will it take for my trade to be processed?
Can the second parent/Authorized Approver place trades or approve/decline trade requests?
How do I calculate my gains or losses and cost basis?
Will I need to pay taxes if I buy or sell stocks? Where can I find my tax documents or statements?
Can I invest in cryptocurrency on Greenlight?
How do I withdraw my money out of my investment portfolio?
Where can I find my trade confirmations, tax documents, and statements?
How do I close or cancel my Invest account?
What is a good faith violation?
Why can I not buy certain stocks?

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© 2025 Greenlight Financial Technology, Inc. Patents Pending. The Greenlight card is issued by Community Federal Savings Bank, member FDIC, pursuant to license by Mastercard International.

© 2025 Greenlight Investment Advisors, LLC (GIA), an SEC Registered Investment Advisor provides investment advisory services to its clients. Investing involves risk and may include the loss of capital.

The reference to SEC registration does not imply that the SEC has endorsed or approved the qualifications of GIA or its respective representatives to provide any investment services described on this site or that GIA has attained a level of skill or training.