Institutional accounts may be established by submitting a request via support.
Submit a request via support and select Account Application as the reason for the request.
We'll reach out to you to start account application. You will need the following information:
- Legal Entity Name
- EIN Number
- Country of Incorporation
- State of Incorporation
You will also need the following documents:
- Government Issues ID for the Account Accessor and Beneficial Owner*
- Articles or Incorporation / Corporate formation
- Display of physical address via Proof of Business Operating Address
- Display of ownership via Company Share Registry or Corporate Structure
The following ownership information will also need to be provided:
- Individuals with 25% or more equity, shares, or voting rights of the corporate entity.
- Individuals that maintain significant managerial control, including person(s) who directly or indirectly holds the rights to appoint or remove a majority of the board, and/or overall operations over the corporate entity (CEO, CFO, Owner, or equivalent position).
- Any individuals that are the trustee of a trust or the members of a firm that exercise significant control over the company.
If your corporate entity is owned by another corporate entity, please detail the entity and ownership percentage by submitting a corporate structure document.
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Once submitted the application will be reviewed. The approval process may take longer than five business days. Additionally, information and documentation may be required during the application process on a case by case basis.