Skip to main content

Can I invest with a trust?

Account setup

Robert W avatar
Written by Robert W
Updated today

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.

Did this answer your question?