Open an account
Eight steps, and one of them is unusual
Step three asks about citizenship and control before it asks about money. The Atomic Energy Act bars the NRC from licensing an entity owned, controlled or dominated by a foreign interest, and an unscreened global retail cap table can be read as exactly that. It has to be designed into the first cap table rather than patched later, so we screen at account opening.
What you will be asked
- 1Account type. Individual and entity accounts are subject to different accreditation tests and different foreign ownership analysis.
- 2Identity and address. Your state of residence decides whether the intrastate community offerings are open to you, so the address is doing regulatory work rather than sitting in a database.
- 3Citizenship and control. Foreign ownership, control or domination screening. This is the step that exists because the asset is a licensed reactor rather than a piece of software.
- 4Accreditation. Accredited status removes the retail investment caps and unlocks Rule 506(c) offerings, but 506(c) requires verification rather than self-certification.
- 5Income and net worth. These two numbers compute your legal investment limit. We show you the arithmetic rather than just the answer.
- 6Risk tier. Emerging-technology offerings can fail completely. Access to them requires an explicit acknowledgement, and declining is a legitimate choice rather than a dead end.
- 7Acknowledgements. The disclosures a regulated offering requires you to have read before committing.
- 8Funding method. Where commitments would be drawn from once payments are live.
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