Creating a New Investment Entity When Making an Investment
Users that already have an investment entity may add another when closing on an investment. Once the user selects “Invest,” they’ll be directed to a page where they can enter the information for their new entity by selecting "New Investment Entity."
Information users need to provide includes the name of the entity and how it’s accredited. Individual accredited investors will need to provide additional personal information (e.g., their social security number and date of birth). Those investing through trusts or companies will need to enter the name, address, and tax ID of the entity (if applicable). They’ll also need to enter the name and personal information of the signatory (social security number, date of birth, etc.).
Once complete, the new entity will be an option for future investments. Note that the new investment entity will need to complete KYC and accreditation verifications before its investments can be completed.
If you create an investment entity but do not finish the steps for the investment entity, you will need to finish the setup before you are able to sign for an investment using that entity.
You can do this by logging in and checking your Funding accounts page. Click the "Finish Setup" button to finish entering the funding entity's information.