Yes. While the sign-up process is streamlined, you’ll need a few documents and details on hand to complete your investment:
- Government-issued ID (passport or driver’s license) for identity verification.
- Proof of accreditation (if applicable)—e.g., income statements, a letter from your CPA or attorney, or verification via a third-party service.
- Banking information for funding your investment and receiving distributions.
- Social Security Number (SSN) or Employer Identification Number (EIN) for tax and regulatory purposes.
- If investing through an entity (LLC, trust, IRA), you may need entity formation documents, operating agreements, or custodian details.
Having these ready upfront makes your onboarding smoother and faster.
