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Step 1: Onboard Your Info
Step 1: Onboard Your Info
Complete the first page of our Investor Onboarding Process, Investor Info.
Step 2: Enter Personal Information
Enter your personal information. Write NA if a required field is not applicable to your situation.
Step 3: Enter Next of Kin Info
Enter the full name, phone number, and e-mail of your next of kin, whom we will contact only in case of emergency or as legally mandated on us for the purposes of handling your assets or other business.
Step 4:Write Investor Notes
Step 4:Write Investor Notes
Enter any notes, additional information you may want to share with our team.
Once the investor has entered their personal information, they can proceed with "Onboard Investment Info, ID and Consent."
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