When you are first setting up your account, you will encounter a page titled "CONSENT TO USE OF TAX RETURN INFORMATION". This agreement is the same agreement that has been part of the registration process in previous years. Beginning in 2008, the IRS required that it be on its own page.
This consent states that you agree to allow us to use the information that you enter for your tax return to determine if certain products may be of benefit to you. Below, is the statement you will see within your account:
*NOTE: If you do not consent, we will not be able to offer any of these to you. This means that we will not be able to use your return information to determine if an IRA may help your tax situation.