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Institutional Account Application

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. 

contact support

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.