Create an investor profile

Set up an individual or institutional investor identity.

Last reviewed: 2026-08-25

Choose the investor type

An individual profile represents a natural person. An institutional profile represents an investment company or other organization and may require company information and representatives.

Complete onboarding

1. Choose individual or institutional investor.
2. Search for an existing identity before creating a new record.
3. Enter the requested identity, address, domain, and representative information.
4. Request access if the institutional investor already exists.
5. Confirm the profile and open Investments.

Creating an investor profile does not create an investment. Contracts and issued positions determine what appears in the portfolio.