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How to Create a tZERO Securities account
How to Create a tZERO Securities account

Steps on how to create a tZERO Securities account

C
Written by Customer Support
Updated over 3 months ago

Please refer to the following before starting this process:

Click Here for steps on Creating a Primary Issuance Account

Click Here for steps on Creating a Secondary Trading Account

Secondary Trading Account Creation

Create Account

  1. Visit www.tzero.com/investors/register

  2. Select Account Type
    ***If you hold shares in a security that is trading or will be trading in the future on tZERO Securities, please make sure your account type matches that of your original investment - ex: if you invested as an individual please select individual account type***

  3. Enter your email address

  4. Create your password

    1. tZERO passwords must have the following requirements:

      1. 1 lower case letter

      2. 1 upper case letter

      3. 1 specific special character

      4. 1 number

      5. minimum of 8 characters

      6. No spaces

    2. If you enter a password correctly, a green checkbox will be appear by each of the requirements

Verification

  1. Select your verification

    1. If you live inside the US, you have two options for 2 factor authentication:

      1. SMS

      2. Google Authenticator

    2. If you live outside the US, you can only select Google Authenticator

  2. Complete the setup and enter the 6 digit verification code

Personal Info

*** We encourage you to NOT use the autofill feature on your browser as it may create data input issues ***

  1. Enter your name

  2. Enter your DOB

  3. Enter your Phone Number

  4. Enter your Address

  5. Enter Tax ID / SSN

    1. If country of taxation is not the same as physical address, you will be asked to provide tax id country.

    2. If country of citizenship is not the same as physical address, you will be asked to provide country of citizenship

Investor Info

  1. Select your Investor Purpose

  2. Answer "Are you ok trading low trade volume (illiquid) securities?"

  3. Affirm your affiliation status

  4. Enter your employment information

Review Details

  1. Review all the details on your application

    1. If there is any issues, you should see a red box highlighting the field with the issue

Finish Application

  1. Please be sure to review all of the disclosures presented

    1. Please only check the disclosure box if you agree to the Terms & Conditions presented to you

  2. Type your name for your signature

    1. The signature field must match exactly as the name entered when you began your application

Important to note:

  • Applications can take up to 5 business days for review

  • You will not be able to fund your account until your application is approved

    • This includes money and/or securities

  • You should receive an e-mail from tZERO confirming that:

    • Your application has been approved
      OR

    • Your application was rejected, for a variety of reasons, and requires your correction

      • Examples of common rejection reasons include:

        • DOB formatting errors - please enter in: YEAR/MONTH/DATE

        • Address issues - entering a PO box as a physical location

        • The ID provided with your application has expired

You may receive a request for additional information which may include a request for ID see Having trouble uploading ID? | tZERO Help Center for further instructions on Document Verification.

For questions regarding your Secondary Trading account, contact support@tzero.com

Primary Issuance Investing Account Creation

List of offerings

  • For a full list of offerings, please click here

Creating an account

  1. Click on “get started” on the offering you wish to invest in.

    1. You may be prompted to the issuer website, if so you will need to select “invest now”/”become a shareholder”

  2. Enter User Information

    1. Enter email address

    2. Create password

      1. Password Requirements:

        1. Minimum 8 characters

        2. At least one upper case letter [A-Z]

        3. At least one lower case letter [a-z]

        4. At least one number

        5. Cannot contain a space

        6. Allowed special characters: !@#$%-_

    3. Enter phone number

    4. Click Save & Continue

Verification

  • Email verification will be sent to the email address provided

    • Once received, click on verify your email address link from the email body.

Account Information

  1. Select the type of account you wish to invest with

    1. Options include: Individual, Joint, Corporation, LLC, Partnership and Trust

      1. If opening an entity account type click here for further instructions.

  2. Enter your name

  3. Enter your physical address

    1. If mailing address is different, then check off the default mailing address is the same as physical address above and manually enter your mailing address.

  4. Enter your Date of birth

  5. Enter your Tax Country

    1. If in the US, SSN will be required.

    2. If in an international country, tax ID number will be required.

  6. You will need to agree to T&C and Privacy disclosures in order to proceed

  7. Click Save & Continue

Investment & Subscription Agreement

  1. Enter your investment amount

    1. click save

      1. If after clicking save, you would like to make a change to the amount, you can update the amount by clicking on the pencil icon.

  1. The subscription agreement selection will populate on screen, detailing Description, Amount, ID, and Contract

    1. Under Contract click Sign Document

      1. You will be directed to a DocuSign subscription agreement to complete

    2. Once complete, click Save & Continue

Payment

  1. Select method of payment

    1. Pay by ACH

      1. Click on Connect Bank Account

        1. you will be directed to Plaid to complete linking your banking details

          1. you can search or select your bank account

            1. Click continue to log in

            2. Enter Username

            3. Enter Password

          2. Or select link with account numbers (Micro Deposit)

            1. Enter routing number

            2. Enter account number

    2. Pay by Wire Transfer

  2. Click Save & Continue

Accreditation

We utilize Verify Investor to verify accreditation status.

Please refer to the following helpful FAQ

For Joint accounts - Joint User Information

  1. Select your specific joint account type

    1. Joint tenants with rights of survivorship

    2. Joint tenants in common

  2. Enter joint holder's name

  3. Enter joint holder’s physical address

    1. If mailing address is different, then check off the default mailing address is the same as physical address above and manually enter your mailing address

  4. Click Save & Continue

Joint holder’s Verification

  1. Email verification will be sent to the joint holder’s email address provided

    1. Once received, click on apply to Joint Account link from the email body.

  1. Joint holder’s email address and password setup

    1. Enter email address

    2. Create password

      1. Password Requirements:

        1. Minimum 8 characters

        2. At least one upper case letter [A-Z]

        3. At least one lower case letter [a-z]

        4. At least one number

        5. Cannot contain a space

        6. Allowed special characters: !@#$%-_

    3. Enter phone number

    4. Click Save & Continue

  2. Once logged back in; you will be prompt to setup Two-Factor Authentication

    1. Select one of the following (based on applicable options):

      1. If you live inside the US, you have two options to pick from:

        1. Use an authenticator app

        2. Use phone (SMS)

      2. If you live outside the US, you can only select Authenticator App:

        1. Use an authenticator app

  3. Joint holder holder will need to agree to T&C and Privacy disclosures in order to proceed

  4. Click Save & Continue

For questions about investing in a Primary Issuance, contact investor_support@tzero.com

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