For Investors

Investors can easily manage holdings, inquiries, transfers, and distributions in the same UX of the Platform that brokered the issue. We will provide account statements of all holdings and transactions upon request. Quickly submit and process any updates to name , address, phone, email, or US taxpayer identification numbers with supporting documentation. Transfer securities for beneficiary changes or sales, respective of both regulatory, platform, and issuer imposed transfer restrictions. Easily link verified financial account connections to receive distributions.