Yes — you can invest through a trust on our platform.
New to our platform? When creating an investor account, simply select “Trust” as your account type.
Already an investor? If you have already another type of investor account, you can easily add a Trust investor account to your profile.
To invest as a trust, one of the following must apply:
Revocable trust: The grantor must be an accredited investor.
Irrevocable trust: Either the trust must have over $5 million in assets, or all beneficiaries must be accredited investors.
You'll also need to upload the Trust Agreement for verification purposes.