Get Started

Set up investor access in a few simple steps

Create or join an entity, start discovery access, and move into higher verification only when the account needs more.

Signed In Pending first access No access email captured yet

Entity Route No entity linked yet Entity setup pending

Current Access Discovery access Discovery access is available before verification. Start onboarding to unlock institutional investing.

Current Role Investor user MFA: Not enabled yet · Last login: No active session

Onboarding wizard

Complete steps in order. Non-blocking steps can be skipped.

Step 1 Create or join investor entity

Link your account to the legal entity that will hold balances and approvals.

Entity name

Entity type

Jurisdiction

Preferred settlement rail

Join existing entity Full entity setup →

Step 2 Verification level

Discovery access is active by default. Upgrade only when you need higher limits.

Verification level

Rail scope

Higher levels require document upload. You can start that process here or on the full verification page.

Full verification page →

Step 3 Investment mandate

Define risk, product scope, and rails. Required before managed subscriptions.

Risk profile

Target yield band

Min ticket

Currency

Full mandate setup →

Step 4 Funding routes

Add at least one funding method. Required before funding live requests.

Method type

Label

Rail

Full payment setup →