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Frequently Asked Questions

Got a few questions about how investing works on StartEngine? We’ve got you covered.

Getting Started:

On StartEngine, you support startups and early-growth companies that you are passionate about. This is different from helping a company raise money on Kickstarter. You aren’t buying products or merch. You are buying a piece of a company and helping it grow. In time, you may make a profit on your investment if the company grows and becomes more successful, and your investment holdings become worth more.

The majority of offerings on StartEngine are common stock, but some companies raise capital through convertible note, debt, and revenue share. You can invest in companies from all kinds of industries, from green tech to professional ultimate frisbee leagues. 

With Regulation A+, a non-accredited investor can only invest a maximum of 10% of their annual income or 10% of their net worth per year, whichever is greater. There are no restrictions for accredited investors.


With Regulation Crowdfunding, non-accredited investors with an annual income or net worth less than $107,000, are limited to invest a maximum of 5% of the greater of those two amounts. For those with an annual income and net worth greater than $107,000, he/she is limited to investing 10% of the greater of the two amounts.

An accredited investor is a person who has a networth of at least $1 million (excluding their primary residence) or earns at least $200,000 in income each year – $300,000 if combined with a spouse. A non-accredited investor is everyone else!

Calculating net worth involves adding up all your assets and subtracting all your liabilities.  The resulting sum is your net worth. For examples, and more information about how to calculate your net worth, feel free to reference this SEC investor bulletin.

Anyone over 18 years of age can invest on StartEngine. However, if you are younger, a parent could invest in your name by setting up a UTMA or trust. To learn more about how much you can invest, please review the SEC Investor Bulletin.


Secondly, while we do not market in UK or Canada, or solicit investments from UK or Canada, we are aware that regulators from certain UK countries or Canadian provinces have raised questions with respect to sales to UK or Canadian investors, and are taking the view that merely accepting money from UK or Canadian investors is a transaction that they have jurisdiction over, and that such offerings have to comply with the UK or Canadian equivalent of registration of the offering, or find an available exemption. In light of this position, and in order to protect the companies who post their offering with us, we are not currently accepting investments from UK or Canadian investors.

Both Title III (Regulation Crowdfunding) and Title IV (Reg A+) help entrepreneurs crowdfund capital investments from unaccredited and accredited investors. The differences between these regulations are related to the investor limitations, the differing amounts of money companies are permitted to raise, and differing disclosure and filing requirements. To learn more about Regulation Crowdfunding, click here, and for Regulation A+, click here.

All available financial information can be found on the campaign pages for both Regulation Crowdfunding and Regulation A+ offerings. For companies raising capital with Regulation Crowdfunding, you can find that information under the “Terms” tab.


For Reg A+ offerings, their financial information can be found in their offering circular, which will be linked on their campaign page. Campaigns that are currently Testing the Waters are not required to display their finances until they go into live offering mode.  If you have questions for a company, feel free to submit a comment in the “Comment” tab of their campaign page, and they will respond to you directly.

If a company does not reach their minimum funding goal, all funds will be returned to the investors within 10 business days after the closing of their offering.

If a company has reached their maximum funding goal, you can submit an “indication of interest.” An indication of interest is similar to a reservation. It’s a non-binding commitment that allows you to be placed on a waitlist for any offerings that are oversubscribed, meaning they have raised more than their maximum funding goal. This is not an investment and does not guarantee a place in the offering.


If your indication of interest is accepted, you will be notified to sign your binding agreement. You will have only 72 hours to sign the approved indication of interest. If you do not sign the agreement within 72 hours of being notified, you will be bumped to the bottom of the waitlist. If your binding agreement is pre-signed, the investment will automatically get pushed through once off the waitlist.


Can I cancel my indication of interest?

You can cancel your indication of interest at any time up until 48 hours before the target deadline. If you cancel your indication of interest, you will lose your place on the waitlist.


When will I become an investor in this offering?

You will not become an investor in this offering unless your indication of interest is accepted and pushed off the waitlist, and you sign your binding subscription agreement via email, within 72 hours of notification. There is not a defined timeframe, as to when/if your indication of interest will be accepted. StartEngine will only push investor’s through to the next phase if space becomes available in the round.

To contact the company directly, please leave a comment for them on their campaign via the comments section and a member of their team will respond to you shortly. Please note that you cannot use or leave your personal email address as the company can only communicate with investors through the StartEngine platform.

You can reset your password by clicking “Forgot Password”, which is located on the Login page below “Password.” Once you click “Forgot Password,” you will be asked to enter your email. After you enter your email and click “Submit,” we will send you further instructions.


Once the email arrives, please open it and click on the “Reset your password” link provided. You will then be prompted to enter a new password and confirm that password. After you do so, you will be logged in and redirected to the main StartEngine page. Once logged in, you will be able to reserve shares, follow companies, and/or invest.

The StartEngine Owner’s Bonus is a bonus granted to certain StartEngine shareholders that allows them to earn a 10% bonus when investing in companies on StartEngine. Learn more about the Owner’s Bonus here.

All StartEngine users are automatically subscribed to our newsletter. If you would like to sign up to be a part of the StartEngine community, please go to to receive our newsletters, reserve shares and invest!


It is very easy to unsubscribe from any emails or company updates, that you no longer want to receive. Every email that we send out has an unsubscribe link under the signature of the email. Simply click the link, and you will automatically be unsubscribed from these sorts of emails.

To deactivate your account, you can go into your user settings here and click the “Deactivate My Account” button.   We are sad to see you go!
If you have questions that have not been answered in the FAQ, feel free to email us at or use our green chat icon found in the lower right hand corner of all of our StartEngine pages. We will do our best to answer your questions within 24 hours.


Many offerings on StartEngine are completely free for investors, as StartEngine makes its money by charging fees to the company raising money. That being said, companies can opt to offset those costs by having investors pay a percentage in the form of a processing fee. This fee will be charged to investors on top of the price of shares. Your total amount charged and shares will be stated clearly on the investment form as a 3.5% processing fee.


If you are paying via a wire transfer, there may be additional fees charged by your bank related to the transfer of funds. In the event that you make a wire transfer, please be sure to talk to your banking institution about the fees involved, so that you can pay any additional transfer fees needed. ACH and credit card investments do not include additional fees but are still subject to the 3.5% fee above when applicable.

We understand your concern regarding the security of your Social Security Number. We ask for your SSN due to anti-money laundering regulations and fraud checks.


Our applications communicate with our servers using Transport Layer Security (TLS) protocol issued by DigiCert.

On StartEngine, you can invest in four ways: Individually; as a self-directed IRA; as a Trust, or as an entity like a corporation or Limited Liability Company. If you are interested in learning more about what a self -directed IRA is, or how to convert your IRA to a self -directed IRA, click here.


We currently accept four forms of payment: Automated Clearing House (ACH), Credit Cards, and Wire Transfer. As is true with all payment methods, investments made by credit card are only charged if a company reaches its minimum funding goal.


ACH is an electronic network for financial transactions in the United States. An ACH transfer may be completed on the StartEngine website. In order to complete a wire, you need to bring the given wire instructions to your bank. Please note: international investors can only pay through Credit Cards or Wire Transfer.


Credit Cards

Credit card investments are captured immediately after submission of the investment. Your credit card investment will be marked as “received” once the funds have been successfully received and credited to your investment (usually a few days after capture).


ACH Investments

Funds are only withdrawn from an investor’s account once a company has exceeded their minimum funding goal and escrow has been opened. Therefore, until this happens, the status of the investment will remain “not received.” Once the escrow account has been opened, the funds committed via ACH investments can take up to 3-4 business days for them to reach a company’s escrow account, and 10 days to clear once received.


If an ACH investment fails, you will be notified immediately with a link to update your payment information with a follow up email a few days later to confirm your payment information.


Wire Transfers

Wire transfers are completed outside of the StartEngine platform, meaning you will need to contact your bank independently to execute the transfer. We send three separate emails reminding you to execute a wire transfer. The emails are sent: after 1 week, after 10 days, and a final email after 14 days. Each email includes a link to view the wire transfer instructions to execute the wire transfer. Until you contact your bank and wire the funds, the status of your investment will remain “not received.”

It’s at the discretion of each company as to whether or not it accepts credit cards. You can always find out if a company accepts credit card payments by simply clicking “Invest Now” on a campaign and then clicking “Payment Method” to see if “Credit Card” is available.

Here are some important things to know about investing with a credit or debit card on StartEngine:

  • Your card will be charged immediately following the submission of your investment. Companies can disburse funds during their campaigns, as well as at the end. Therefore, your card might be charged immediately, but the company may not “disburse” (close on your funds), until a few days after, or perhaps months after you invest. It all depends on when the company chooses to withdraw funds.
  • The name that will appear on your billing statement will read “STE*” or “STARTENGINE” followed by the first 15 characters of the company’s name.
  • There are no additional transaction fees on investments. The amount that you invest will be the amount that appears on your credit or debit card.
  • You have up until 48 hours prior to a company’s disbursement of funds to cancel your investment. The company will notify you of that disbursement (or of the close of its campaign) beforehand, and you have 48 hours from the time of that notification to cancel your investment. Once funds have been withdrawn and your card has been charged, you cannot cancel your investment.
  • You can invest up to $10,000 per investment on a credit card. If you would like to invest more than $10,000 in one transaction, select “ACH Transfer” or “Wire Transfer” as your payment method.

If you have submitted an investment and funds have not yet been pulled from your account, there are a couple reasons that this might be the case:


  • The company has exceeded their maximum funding goal and is oversubscribed. Investments are accepted on a first come, first serve basis, and can take some time to resolve. StartEngine will contact you directly with an update on your investment.
  • The company has not yet reached its minimum funding goal, or their escrow account is not open. StartEngine only pulls funds from an investor’s account once the company has exceeded their minimum funding goal, and the escrow account has been opened. It normally takes less than 48 hours from when they reach their minimum funding goal.
  • If you have chosen to pay via wire and have not yet received an email with the instructions, the company has not yet reached their minimum funding goal, or the escrow account is not open. You will receive the appropriate wire transfer instructions as soon as the company has exceeded their minimum funding goal and their escrow account has been opened.

If the company has exceeded their minimum funding goal, you should have already received the wire instructions in your email. You can also find the instructions to complete your wire transfer by logging into your StartEngine account, clicking your name in the top right corner and selecting “View Current” under “My Investments”. You can now simply select the “View Investment” button next to the appropriate investment, and you will be able to view all of the required wire instructions.

If you have received an email that says “Error with your investment,” then that means there is information that needs to be verified before the investment can be processed. The link in the email will redirect you to a StartEngine page asking you to input some additional information. Once you submit the required information, the system will begin processing your investment. We will reach out to you directly if we require any further information.


Note: Please click the link when you are already logged into your StartEngine account.


You can also update this information by following the steps below:


  •  Login to your StartEngine account
  • Once you are logged in, click your name in the top right hand corner
  • Click “View Current”
  • If your investment is with a Regulation A+ campaign, it should be under the pink dot. If your investment is with a Regulation Crowdfunding campaign, it will be under the blue dot
  • You will then be able to update your information by selecting either the ORANGE “Complete Investment” button, or the “Update Payment info” button, whichever one is applicable
  • Update the information requested

Once the company closes on your funds, you will receive a confirmation email from the company with details about your investment, along with a copy of your subscription agreement with a record of your shares. Depending on when the company requests a disbursement (close on funds), this could be a few weeks, or months, after the original investment was submitted.  


Your shares are owned as “book-entry,” which is how most stocks are issued today. It means that you do not get a physical stock certificate, and instead, shares are held via electronic record by the issuing company’s transfer agent. The benefit of electronic book-entry shares is that it minimizes the costs and problems of lost or missing certificates, which can be overwhelming for companies to manage.

At the close of an offering, all investors whose funds have “cleared” by this time will be included in the disbursement. At this time, each investor will receive an email from StartEngine with their Countersigned Subscription Agreement, which will serve as their proof of purchase moving forward.


Please keep in mind that a company can conduct a series of “closes” or withdrawals of funds throughout the duration of the campaign. If you are included in that withdrawal period, you will be emailed your countersigned subscription agreement and proof of purchase immediately following that withdrawal.

If you are getting this error message, it means that you have exceeded the amount that you are allowed to invest during a 12-month period.


StartEngine allows both accredited and non-accredited investors to invest. However, for non-accredited investors, those whose annual income or net worth is less than $107,000, are limited to the greater of $2,200 or 5% of the lesser, of his or her annual income or net worth.


If the annual income and net worth of the investor are both greater than $107,000, the investor is limited to 10% of the lesser of his or her annual income or net worth, to an annual maximum of $107,000. To learn more about your investing limitations and the regulations, please refer to the SEC Investor Bulletin here.

Portfolio Management:

StartEngine assists companies in raising capital, and once the offering is closed, we are no longer involved with whether the company chooses to list shares on a secondary market, or what occurs thereafter. Therefore, StartEngine has no control or insight into your investment after the close of the live offering. In addition, we are not permitted to provide financial advice. You may want to contact a financial professional to discuss possible investment outcomes.

Once the live offering has closed, you may choose how to handle your shares. You will be introduced to the company’s selected transfer agent, which is the cap table management service, who will be responsible for the transfer of your shares after the close of the offering.


Companies may choose to apply to quote their securities on our trading marketplace StartEngine Secondary. StartEngine Secondary is one of the first markets in the US where non-accredited investors can publicly trade investments that have raised capital via Regulation Crowdfunding and Regulation A+. StartEngine Secondary is an alternative trading system regulated by the SEC and operated by StartEngine Primary, LLC, a broker dealer registered with the SEC and FINRA.


The shares sold via Regulation A+ offerings are unrestricted and can be sold freely immediately after purchase. However, the shares sold via Regulation Crowdfunding offerings have a one-year lock up period before those shares become unrestricted and can be sold freely.


Investors are generally restricted from reselling shares for a one-year period after they were issued, unless the shares are transferred:

  • to the company that issued the securities;
  • to an accredited investor
  • to a family member (defined as a child, stepchild, grandchild, parent, stepparent, grandparent, spouse or spousal equivalent, sibling, mother-in-law, father-in-law, son-in-law, daughter-in-law, brother-in-law, or sister-in-law, including adoptive relationships.);
  • in connection with your death or divorce or other similar circumstance;
  • to a trust controlled by you or a trust created for the benefit of a family member; as part of an offering registered with the SEC.

A company which intends to apply to list its securities on StartEngine Secondary will be subject to certain requirements, including state laws. Even if a company is qualified to quote its securities on StartEngine Secondary, there is no guarantee that a demand for these securities will exist. Even if a company does meet the requirements for quoting its securities, we do not know the extent to which investor interest will lead to the development and maintenance of a liquid trading market. An investor should assume that he or she may not be able to liquidate the investment for some time or be able to pledge these shares as collateral.

You can view your signed subscription agreement by logging into your StartEngine account. Click your name in the top right hand corner, and select “View Investments”. You should see a list of all of your investments that have the option to view your signed Subscription Agreement. 

Note: You will not be able to view your signed subscription agreement until the company closes on your funds, and your status changes from “received” to “invested”.

For Regulation Crowdfunding, investors are able to cancel their investment at any point throughout the campaign up until 48 hours before the closing of the offering. Note: If the company does a rolling close, they will post an update to their current investors, giving them the opportunity to cancel during this timeframe. If you do not cancel within this 5-day timeframe, your funds will be invested in the company, and you will no longer be able to cancel the investment. If your funds show as ‘Invested’ on your account dashboard, your investment can no longer be cancelled.


For Regulation A+, StartEngine allows for a four-hour cancellation period. Once the four-hour window has passed, it is up to each company to set their own cancellation policy. You may find the company’s cancellation policy in the company’s offering circular.


Once your investment is canceled, there is a 10-day clearing period (from the date your investment was submitted). After your funds have cleared the bank, you will receive your refund within 10 business days.


Refunds that are made through ACH payments can take up to 10 business days to clear. Unfortunately, we are at the mercy of the bank, but we will do everything we can to get you your refund as soon as possible. However, every investment needs to go through the clearing process in order to get sent back to the account associated with the investment.

In order to change your reservation amount, you will have to cancel your reservation and re-submit a new reservation. To cancel your reservation, please follow the steps below:  
  • Login to your StartEngine account at
  • Once you are logged in, click your name in the top right corner
  • Click “My Investments”
  • Click “Cancel” on the Reservation you wish to cancel
  • You may then return to the company you wish to invest in, and re-submit a reservation for your desired amount.

To view your investment status follow these steps:

  • Login to your StartEngine account
  • Once you are logged in, click your name in the top right hand corner
  • Click “My Investments”
  • Click “View Current” and the status of your investment can be found next to the company you invested in
  • Or simply click here to go to your Investment Dashboard once logged in

Different stages of investments:


Incomplete – You have begun the investment process but have not completed all of the steps to finalize your investment. Make sure that you click the green “Submit” button after clicking “Invest Now” on the campaign home page. Once you have submitted your investment, you will receive a confirmation email immediately following submission. If you elected to pay by wire, instructions will be emailed to you.


Submitted – You have successfully submitted your investment, and it is currently pending. It could be pending because the offering has not yet reached their minimum funding goal, the funds have not yet left reached the escrow account, or are still undergoing the necessary checks. If there is any problem with your investment, you will be notified by StartEngine.


Cleared – StartEngine has received your payment for your investment, and we have successfully verified all of the required investor checks. There is nothing else that you need to do at this time.


Invested – After the company has conducted a close on their offering, those investments that have cleared will be then moved to “Invested.” This means your funds have been disbursed to the company you have chosen to invest in, and you can no longer get a refund on your investment.

StartEngine cannot give you any tax or investment advice. You may want to consult a tax advisor regarding your investment and any questions regarding your taxes as an investor. However, we can provide you with some useful information on how it may affect you for the upcoming tax year.


Tax liability is largely determined by what type of entity you invested in. There are two times of entities, which you may have invested in. You invested in either a C corporation or an LLC. You can find the specific entity type on each company’s Form C, which is accessible through the companies “terms” section on their campaign page.


What happens if you invested in a C-corporation?

Generally speaking, U.S. investors investing in C-corporations on StartEngine will only need to report income when they realize a gain or loss for tax purposes. In these instances, no K-1 is owed to you. You would however need a K-1 if you invest in an LLC on StartEngine. In that case, the company you invested in will provide you with the required documents. StartEngine will not be sending any of these tax forms to you.


What if the company you invested in goes bankrupt?

The company or its trustee is responsible for providing tax documents directly to their investors, to reflect any loss.


What if I sold the security I acquired on StartEngine in a private transaction and realized a gain?

Once an investor sells a capital asset, and realizes a gain, the capital gain is taxable.


What if I sold the security I acquired on StartEngine in a private transaction and realized a loss?

Once you sell a capital asset, at a loss, this qualifies as a capital loss and can be used to offset capital gains.

Trading on Secondary:

StartEngine Secondary is our investor trading platform. StartEngine Secondary is an Alternative Trading System (ATS) registered with the SEC and operated by StartEngine Primary, LLC (our wholly-owned broker-dealer subsidiary).


An ATS is an electronic trading system that matches orders for buyers and sellers of securities. It allows investors to trade shares purchased through Regulation A+, Regulation Crowdfunding or Regulation D for companies quoted on Secondary.

In the beginning, StartEngine Secondary will only be available to companies that have previously raised funding on StartEngine. Companies have to sign a quotation agreement with StartEngine Primary LLC to allow their investors to trade on StartEngine Secondary. Not every company that raises funding on StartEngine will trade on Secondary.


In the near future, it is possible that companies that have raised capital via Regulation Crowdfunding and Regulation A+ on other equity crowdfunding platforms trade on Secondary. We may even introduce other assets to Secondary besides shares in companies.

U.S. residents over 18 years old can open an Investment Account. A U.S. bank account, a U.S. address, and a U.S. phone number are required to access StartEngine Secondary.

Secondary allows investors to trade with each other in a peer-to-peer marketplace. Sellers can post offers to sell a specific number of shares by setting a minimum price. Buyers can post offers to buy a specific number of shares by setting maximum price. If a match is made, then the trade is executed. See below for more details.

For Companies: To learn more about the costs associated with listing on StartEngine Secondary, please contact


For Investors: Opening an account to trade on Secondary is free! Buying shares on Secondary is free! Selling shares on Secondary will incur a 5% transaction fee.

You can access StartEngine Secondary at You will need to open an Investment Account if you have not already in order to access the platform.

Investors can place orders on StartEngine Secondary at any time. However, each stock trading on StartEngine Secondary will have individual market hours. Market hours are the times at which our matching engine will match orders with each other. The market hours for StartEngine (the first company to trade on StartEngine Secondary) will be 1pm-3pm ET / 10am-12pm PT Monday-Friday.

Users can place limit orders 24/7, and clearing (matching limit orders) will only occur during market hours. We plan to add market orders at a future date, as well as other order types.

Submitting a buy or a sell order is really straightforward! Head to your investment account at, and select the “Trade” button in the top right corner. To the right of the page, you’ll see the trade widget. Select whether you want to buy or sell.


If you’re buying, enter the number of shares you’d like to purchase, and the maximum price you’re willing to pay.


If you’re selling, enter the number of shares you’d like to sell, and the minimum price you’re willing to accept for the shares.


To view the current buy/sell orders on the market, you can scroll down to the “Order Book” which will show you the current buy/sell orders. Enter a buy order above the lowest sell order, or a sell order below the lowest buy order to increase your chances of the trade being executed.

Trade orders will only be executed during market hours for the security you wish to trade. For example, the market hours for StartEngine shares are Monday-Friday, 1pm-3pm ET / 10am-12pm PT. Trade orders expire after each day’s market hours. If your order is not cleared in that window, then you will need to resubmit your trade order again. If you have trouble finding a buyer or seller for your order, try adjusting your asking price!

We were able to fill part of your order at your desired price, but there wasn’t enough demand to meet your entire offer before your order expired. Trade orders are filled based on a few criteria. In order of priority, those are the asking price, the time the order was submitted, and then finally the size of the order. Try submitting the rest of your order another day or adjusting your asking price to fill the rest of your original order.

You can cancel your order at any time before the order is matched by Secondary. After an order is matched, there is no possibility of a cancellation or a refund.


Note: if your order is partially filled, you will be unable to cancel the rest of our order. Your order will remain open until it expires at the end of the day. We are working to provide this ability in future updates. Thank you for your patience.

At this time, employees of StartEngine Crowdfunding and their households are ineligible to trade on StartEngine Secondary as are “insiders”, as defined by the SEC. An “insider” is an individual that is a director, senior officer, entity, or individual that owns more than 10% of the publicly available shares. Similarly, at this time, employees of other companies trading on StartEngine Secondary can’t trade on StartEngine.


Individuals must not be, nor have an immediate family member residing in the same household, employed by or associated with any of the following: a broker-dealer, stock exchange, the Financial Industry Regulatory Authority (FINRA) or other financial institution.

Each security may have slightly different state rules. Investors in most states will not have any issues trading on StartEngine Secondary. However, some states have restrictions. Here is an example of what those restrictions look like for a specific security:


StartEngine shares are eligible to trade in all 50 states and both territories, with the following exceptions: investors in the states of Alabama, Kentucky, Montana, Pennsylvania, & Virginia are limited to 3 sell transactions per year across all securities eligible to trade (but investors are able to buy as much as they want).


If you have questions about the restrictions of a specific security, reach out to us at

There are no market makers on StartEngine Secondary. A market maker is a participant or a company that actively buys and sells securities (in a National Market System) on both sides of the market in order to provide liquidity while profiting from the difference in the buy (“bid”) and sell (“ask”) spread.

Securities purchased in a Regulation Crowdfunding transaction cannot be resold for one year. This means that investors cannot sell their shares that they purchased in a Regulation Crowdfunding offering on Secondary for one full year from the time of the initial investment if a company has signed a quotation agreement and is in good standing.


Thus, StartEngine Secondary is an option for Regulation Crowdfunding Companies 1 year after their offering and initial issuance of those securities, however, they must meet StartEngine’s listing requirements, which center around # of investors, valuation, total assets, and a sufficient number of available shares.

Regulation A+ offerings do not have the same limitations as Regulation Crowdfunding offerings. StartEngine Secondary will initially be available for Regulation A+ offerings and issuances (shares issued in the offering) immediately. If a company agrees to be quoted on Secondary, they’ll be able to announce that their shares will become immediately tradable upon the close of their campaign.

We cannot provide investment or financial advice. We are only able to help with issues related to the platform. If you have questions about investments or returns, please contact an investment professional for advice.

Investment Accounts:

Your Investment Account is what will allow you to hold funds and trade on StartEngine Secondary. We require all users to open an Investment Account (which is part of, but separate from, your StartEngine Account). All funds and assets in your Investment Account will be held by our banking partner Prime Trust LLC.

Timing can vary, but for most users, the process to open an account is under a few minutes, and funding your account takes one to two days.

We require personal information due to banking regulation.


We also require you to complete a suitability questionnaire to make sure your financial goals are in line with your investments.

For now, accounts will be limited to individual cash accounts. We hope to add Joint, Trust, and IRA accounts at a future date.

Once you open your Investment account, you can transfer funds from your bank. The name on the account you are transferring funds from should match the name on your Investment Account.

The current iteration of the accounts do not have this feature, but it is in the product roadmap for the near future.

If a red error shows in your Investment Account, please see if you can update your information within your account. If no error shows, or your account requires manual review, please reach out to
You can withdraw funds from your Investment Account at any time after a 10 day waiting period (from the time of your initial transfer). Your withdrawal cannot exceed the funds available and the funds pending use in your account. Under certain conditions, you may be required to provide additional information for security purposes. Please note when you initiate the withdrawal in your account, you will then get an email from our banking partner, Prime Trust, to confirm the withdrawal. If you don’t get this email, please check spam and then reach out to us at
You can only link one bank account at any given time to your account. If you would like to change your bank account, please reach out to us at

A company which intends to apply to list its securities on the marketplace will be subject to certain requirements which it may or may not be able to satisfy in a timely manner. Even if a company is qualified to list its securities on the market, there is no guarantee that a demand for these securities will exist. Even if a company does meet the requirements for listing its securities, we do not know the extent to which investor interest will lead to the development and maintenance of a liquid trading market. You should assume that you may not be able to liquidate your investment for some time or be able to pledge these shares as collateral.

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