Yes, you can invest through a LLC, LP or Trust or with a joint beneficiary. Once you sign you’ll be able to create an account for your entity or trust by providing us with appropriate information and documentation through the platform or by mail. Once you’ve completed account setup, you’ll have the option of investing through your entity or trust each time you make an investment. Like individual investors, an entity or trust must be accredited in order to invest. Generally speaking, each owner of an entity, or each beneficiary of a trust, must themselves be an accredited investor, or else the entity must have total assets in excess of $5,000,000.
Setting up a joint account can also be easily completed through the platform. We’ll need to collect information about you as the primary account holder and certain additional information about the joint account holder. This can all be done online via the platform.