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Can I invest with a trust?

Luke V

Yes, you can invest with a trust. You can add an investor account for your trust here (select "I want to invest with an entity"). If you are the trustee of the trust, you can invest if:

(i) It is a revocable trust and the grantor is accredited; and

(ii) It is an irrevocable trust and either has >$5M assets or all of its beneficiaries are accredited.

You'll also be prompted to upload the Trust Agreement.

Last updated: 8 months ago

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