Create a new investing entity

After you've created your account, the next step is to create an investing entity which you will invest under.

1. Log in to the Investor Portal.

2. Click the notification bell (in the header to the right side of the page) and choose the right task to complete.

3. Go to "Add an investing entity" by clicking on "Complete now" on the right-hand side.

4. You will now have the option of choosing the type of investing entity you want to set up. 

Your options are individual, joint individual, company and trust.

5. For this example, we will choose a "Joint Individual" entity type.

6. Next, you will be asked to enter additional information, such as tax and investment information (the required fields boxed in red will vary based on your investing entity type).

7. Add the investor details of the second individual (individual 2), then submit the form.

8. Great, you've now finished setting up an investing entity!


Download the help guide here.