wrt giving broker information:Brokers are in a tough spot in recommending appropriate investments to their clients. So, even a very legit, conservative firm will require a profile which their leagal-beagles will approve before trading your account. Thus, questions like "How long have you been trading?" need to be answered before you can write naked puts.I know that with my brokerage firm, I need net worth and salary information to do option trading, etc. That way they can tell if an order to short 100,000 shares is appropriate.To just buy & hold stuff, there shouldn't be too many requirements. they still might want it for "suitability" proof. Everybody whose investment goes down wants to sue the broker. [I'm not defending any of the above, just giving some reasoning.]As far as SSN, all of your dividends, as well as your trades, are reported to Uncle Sam each year. So, a broker does need a SSN.I get no unsolicited "stuff" from my brokerage(s) except for plugs for extended services stuffed in with statements.
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