ACT-002 • Step 2 of 10

Select Your Professional Capacity

Choose the capacity in which you are seeking platform access. This customizes your regulatory qualification pathway.

RIA

Primary

Registered Investment Advisers, IARs, and Wealth Management practices managing client books.

SFO

Institutional

Single Family Offices, Multi-Family Offices, Endowments, and Institutional Allocators.

HNW

Conditional Gate

Accredited private individuals and qualified purchasers allocating personal capital.

PTR

Partnerships

Fund managers, strategic distribution partners, legal counsel, or press representatives.