Creating your account

Registering takes a minute. Becoming able to invest takes longer, because identity and accreditation both have to clear first. Knowing the order up front saves the most common frustration, which is funding an account that is not ready yet.

Registering

1. 1

   Create your account

   Use the email address you want every statement, distribution notice and tax document to reach. Changing it later is possible but it is administrative work you can avoid by choosing well now.

2. 2

   Confirm your email

   We send a confirmation link. The account is not active until you use it.

3. 3

   Set up two factor authentication

   This is required, not optional. Your account holds your investment records and your personal details, so a password alone does not gate it.

4. 4

   Complete onboarding

   Identity first, then accreditation, then the disclosures you acknowledge before investing. The platform walks you through them in order.

What you can do before onboarding finishes

• Browse the funds and read their materials.
• Read the offering documents.
• Ask us anything, through support.

What you cannot do is subscribe to a fund, and money wired before onboarding is complete simply waits. Finish identity and accreditation first, then fund the account.