Open an account relationship

Preparation

Before you begin

Allow approximately 10–15 minutes. Have a government-issued photo ID and a recent proof-of-address document available. Business and trust applicants will also need formation or governing documents.

Section

Account and contact

Choose the legal account structure and create the primary holder's access.

Section

Personal information

Provide information exactly as it appears on official records.

Section

Residential address and tax residency

Use your primary residential address, not a P.O. box.

Additional relationship information

Trust information

Section

Financial profile

These answers help the compliance team understand the expected relationship.

Section

Identity and address verification

Upload clear, complete images. Proof of address must show your full name, residential address and document date, normally within the last 90 days.

Final section

Declarations and acknowledgments

Read these statements carefully before submitting your application.

1. 1.I declare that the information and documents provided in this application are complete, accurate and current to the best of my knowledge.
2. 2.I confirm that I am applying in the capacity stated and have disclosed all relevant account holders, beneficial owners, controllers and persons on whose behalf I am acting.
3. 3.I confirm that the funds and assets associated with this account originate from legitimate sources and are not the proceeds of unlawful activity.
4. 4.I authorize the platform operator and its appointed compliance personnel to verify my identity, residential address, source of funds, source of wealth and other information provided, and to conduct identity, sanctions, politically exposed person, fraud-prevention, KYC and AML checks considered necessary.
5. 5.I agree to provide additional information or replacement documentation when reasonably requested and to notify the platform operator if any material information supplied in this application changes.
6. 6.I understand that submitting an application does not guarantee account approval or access to investment services. An application or account may be approved, rejected, suspended or closed where required for compliance, operational or legal reasons.
7. 7.I understand that false, misleading or incomplete information may result in rejection, suspension or closure and may be reported where required by law.
8. 8.I understand that applications are normally reviewed within 1–2 business days, but review may take longer when additional information or documentation is required.