> For the complete documentation index, see [llms.txt](https://docs.getbold.io/llms.txt). Markdown versions of documentation pages are available by appending `.md` to page URLs; this page is available as [Markdown](https://docs.getbold.io/getting-started/getting-started.md). # Getting Started ### Create an Account 1. Navigate to [`https://app.getbold.io/signup`](https://app.getbold.io/signup). 2. Enter your email and click `Continue`. 3. Confirm you are a resident of the United States and click `Continue`. {% hint style="warning" %} Note: At this time Bold is exclusively available to customers who reside in the United States. {% endhint %} 4. Select the `State` where you are a resident. {% hint style="warning" %} **Note**: At this time, Bold does not serve customers in the following states: Connecticut, Georgia, Louisiana, Nevada, New Mexico, New York, North Carolina, North Dakota, Ohio, Pennsylvania, Rhode Island, South Carolina, South Dakota, Washington DC. {% endhint %} 5. Enter your `First name` and `Last name` and create a `Password`. 1. If you have a `Referral code`, select the check-box and type in the code. 6. Review the terms, agree to them, and click `Sign up.` After following these steps, you now have a Bold account and can login. The next step to unlock all of Bold's features is Account Verification. ### Account Verification 1. Click `Start account verification` button
2. Follow the steps to enable `2FA` (Two-Factor Authentication), or skip this step and do it later. 1. If you don't have an authenticator app yet, Bold recommends [Google Authenticator](https://play.google.com/store/apps/details?id=com.google.android.apps.authenticator2\&hl=en_US\&pli=1). 3. Enter into Bold the 2FA code your authenticator app provides and click `Verify`. 4. After you `Verify` your 2FA, enter your personal information, including `First name`, `Last name`, `Social security number`, `Date of birth`, `Phone number`, and specify how you will use Bold. {% hint style="danger" %} The name you used to sign up for Bold must exactly match the name on your ID and the name on your outside bank account you will link to Bold. {% endhint %} 5. Confirm your `Address.` 6. Verify your email. Enter the `Code` that was sent to your email and click `Next`. 7. Verify your phone number. Enter the SMS `Code` sent to your phone number and click `Next`. 8. Fill out your Trading Experience and Goals and click `Next`. 1. Say your experience with crypto and how much bitcoin you intend to buy monthly. 9. Use the dropdown menus to fill out the `About you` section and click `Next`. 1. Say the source of deposited funds and your employment status. 1. If your annual projected bitcoin purchases are over $50,000 you will have to fill out additional fields about your employment status and history. 10. Upload your government issued ID. 1. Acceptable forms of ID include: Driver's License, US Passport, or other government issued ID with your photo. {% hint style="warning" %} Only PNG, JPG, JPEG or PDF formats are accepted. {% endhint %} {% hint style="info" %} For customers age 65 years and older, after submitting your documents, you will be prompted to upload a video of yourself. In the video: 1\) State your name and the date. 2\) Hold up to the camera the government issued ID your submitted earlier. 3\) Hold up to the camera a printed-out proof of address document. {% endhint %}
Common reasons for why your ID Verification failed or why additional information is required: There are many reasons why your ID verification can fail or additional information may be required. Below are common errors: 1. **There was an error with the document you provided.** This can occur if you did not submit a valid form of ID, the ID was expired, or the image was blurry and unreadable. You will be prompted to return to the ID Verification step to resubmit a valid form of ID. 2. **The name you supplied on your account does not match the name in your ID.** If your ID does not reflect a legal name change, you will be prompted to provide a legal document that authorizes the name change (such as a marriage certificate, divorce decree, or name change affidavit). 3. **The date of birth supplied does not match the date of birth in your ID.** You will be asked to confirm your date of birth and resubmit. 4. **The SSN and name supplied do not match the Social Security Administration's records.** You will be asked to verify that your social security number and name are correct and then resubmit. 5. **The address given needs to be verified with proof of residence.** You will be prompted to provide documentation dated within the last 90 days to confirm your address.
11. Click `Connect bank account` and link your bank account through Plaid. 12. Your Bold account will be fully verified once your identification is approved and your bank account is linked. **Welcome to Bold.** --- # Agent Instructions This documentation is published with GitBook. GitBook is the documentation platform designed so that both humans and AI agents can read, navigate, and reason over technical content effectively. Learn more at gitbook.com. ## Querying This Documentation If you need additional information that is not directly available in this page, you can query the documentation dynamically by asking a question. Perform an HTTP GET request on the current page URL with the `ask` query parameter: ``` GET https://docs.getbold.io/getting-started/getting-started.md?ask= ``` The question should be specific, self-contained, and written in natural language. The response will contain a direct answer to the question and relevant excerpts and sources from the documentation. Use this mechanism when the answer is not explicitly present in the current page, you need clarification or additional context, or you want to retrieve related documentation sections.