Help Requirements


You can register in minutes online, in the app or by phone and start investing today. There is no paperwork to fax or mail in.

Our signup process is quick and the questionnaire will help us choose the Right Portfolio for you.

Registering Online
Registering online is quick and easy.

Registering on iOS or Android
Our signup can be completed entirely using your mobile phone, without the need to fill in any paperwork or mail anything in.

Registering by Phone
Give us a call at 1-877 8-Helium (843 5486) to get started. You'll need your SSN ready.

Registering by Mail

You can register by mail for all of the account types we support, by emailing and requesting signup forms by mail. Be sure to include your name and address.

Registration Requirements
In the United States you must meet the following requirements to open an account with us:

  • Have a Social Security Number (SSN)
  • Be at least 18 years old
  • Designate a beneficiary (see more in Adding a beneficiary)
  • Have a U.S. bank account