Required Steps
Below are the required steps every investor will follow when making an investment through the Issuance platform. The order may differ slightly depending on the type of offering.
Last updated
Below are the required steps every investor will follow when making an investment through the Issuance platform. The order may differ slightly depending on the type of offering.
Last updated
We allow for individuals, companies, and trusts to invest via our platform. Additionally, we allow for individuals to make investments within their own Equity Trust IRA. Investors can use their preexisting Equity Trust IRA or they can create an Equity Trust IRA through the investment process.
Notes for company and trust Investors: When making an investment as a company or trust for the first time, you will need the following information to proceed
The legal entity's Tax ID number
The country where the legal entity was formed
The state, province, or region where the legal entity was formed
The name of the legal entity's contact person
The phone number for the legal entity
The email for the legal entity's contact person
The legal entity's legal address
On this page, you will enter your full legal name along with your date of birth and phone number.
A note for Equity Trust IRA investors: your personal details must exactly match what is on your Equity Trust IRA account.
On this page, you will enter your legal personal address. This address must be a residential address. P.O. Boxes are not accepted.
A note for Equity Trust IRA investors: the details of your address must exactly match what is on your Equity Trust IRA account.
On this page you will select your citizenship type, declare if you are exempt from or subject to backup withholding, certify that you have provided your correct taxpayer identification number, select if you meet the criteria for being an accredited investor or provide your net worth and income.
On this page you will select how many units or shares you want to receive.
