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Pre-IPO access, custody built in
Private-market access designed the right way around: verification first, risks stated plainly, settlement into a custodied account from the first transaction.
Read this before anything else
- Private company securities are highly speculative and highly illiquid.
- No market may ever develop for any private security.
- You must be prepared for the total loss of your investment.
Access
Accreditation verification, transfer-rule awareness per company, and expressions of interest instead of blind commitments.
Custody from the first click
Positions and proceeds settle into an account at Investor Services — including self-directed retirement accounts where eligible.