How do I get started?
Complete the client enquiry form or contact us with your location and investment interests. We will establish whether we can assist and explain the next steps.
Can you assist clients outside Texas or in Canada?
Eligibility depends on your residence, the service requested and the relevant permissions or exemptions. Tell us your state or province before discussing an account. This website does not confirm that every service is available in every location.
Can I enquire about a joint or business account?
Yes. Select the relevant enquiry option. Availability must be confirmed, and additional documents may be needed for joint applicants, businesses, trusts and authorized signatories.
What is the minimum investment?
There is no single minimum quoted across this website. Minimums depend on the account, provider and investment. Ask for the current requirements for the specific product you are considering.
What fees will I pay?
Costs depend on the service and investment. Request a written explanation of applicable commissions, charges and product expenses before proceeding. No fee-free service is promised on this website.
Do I need to provide my SSN immediately?
No. The application does not ask for SSNs or SINs. It requests a photo ID and proof of address, and sends them with a PDF summary to compliance as email attachments without a password. The form explains this delivery method before you agree. If additional information is required, the review team will explain the next step.
Does submitting the form commit me to invest?
No. It requests contact and review. An account or investment requires the applicable checks, agreements and instructions.
Can returns or IPO allocations be guaranteed?
No. Investments involve risk, and IPO allocations depend on eligibility and availability. Do not treat an expression of interest as a reservation of shares.