Help center
How the platform works, step by step. If something here does not answer your question, we would rather you asked than guessed.
Getting started
- How ADR worksWhat a TREIF is, what you own when you invest, and how the platform fits together.
- Creating your accountRegistering, and the order of the steps between signing up and being able to invest.
- Verifying your identityThe identity and anti money laundering checks every investor completes, and what to have ready.
- Confirming accreditationWhy ADR funds are limited to accredited investors, and how you evidence your status.
Investing
Income and liquidity
- DistributionsQuarterly income in arrears, and choosing between taking it as cash or reinvesting.
- Liquidity and transfersNo redemptions, the twelve month holding period, how transfers are authorized and what the marketplace is.
- The marketplaceThe holder noticeboard: what you may list, the checks a transfer passes and what ADR does not do.
- Statements and tax documentsWhere your statements live, and the Schedule K-1 you receive as a fund investor.