Deposit Funds | Vestie

Update onboarding answers

Review and update your account details. Save changes from any page.

Identity

First, let's get to know you

We use this to verify your identity (required by law).

Legal First Name *

Legal Last Name *

Email *

Phone Number *

Date of Birth *

Social Security Number * ?

Address

Where do you live?

This helps with tax reporting and regulatory compliance.

Street Address *

Unit / Apt #

City *

State *

ZIP Code *

Country of Tax Residence *

Are you a citizen of the United States? *

I confirm I am a Green Card / Permanent Resident

Visa Type *

Visa Expiration Date *

Country of Birth *

Country of Citizenship *

Financials

Tell us about your finances

Required for compliance. We keep it private and encrypted.

Employment Status *

Employer Name

Job Title/Position

Annual Income *

Liquid Net Worth * ?

Total Net Worth * ?

Investing

Almost there! A few more details

Help us match your goals and comfort level.

How long have you been investing in stocks? *

Investment Time Horizon * ?

Risk Tolerance * ?

What's your main investment goal? * ?

Disclosures

Required regulatory disclosures

These situations are uncommon, but we have to ask: do any apply to you?

I am affiliated with FINRA or a US broker-dealer. I am an officer or 10%+ shareholder of a publicly traded company. I am currently or formerly a politically exposed person. An immediate family member or relative is a senior political figure.

Do you have any investment restrictions? ?

I have investment restrictions to share

Tell us about your investment restrictions * Thanks for sharing. Our team will review this before enabling investing for your account.

Funding

Last step! How will you fund your account?

Select all that apply so we can keep your account safe.

How do you plan to fund this account? * (Select all that apply)

Employment Income Investments Inheritance Business Income Savings Family Member

Vestie Agreements and Disclosures

Please review and acknowledge Vestie's agreements and disclosures before completing your account setup.

I have received, reviewed, and agree to be bound by Vestie's Form ADV Part 2A, Form CRS, Privacy Notice (Regulation S-P), and Vestie Advisory Agreement. I understand this grants Vestie discretionary authority to manage my account according to my selected portfolio, investment profile, and applicable restrictions.

Alpaca Customer Agreement

We use Alpaca behind the scenes to power your investment account. Alpaca is a FINRA-regulated broker-dealer, and eligible accounts are protected by SIPC up to $500,000 per customer.

I have read, understood, and agree to be bound by the Alpaca Customer Agreement.

Electronic Signature

I understand I am signing these agreements electronically, and that my electronic signature has the same legal effect as physically signing and returning the application and agreements.

Update onboarding answers

First, let's get to know you

Where do you live?

Tell us about your finances

Almost there! A few more details

Required regulatory disclosures

Last step! How will you fund your account?

Vestie Agreements and Disclosures

Alpaca Customer Agreement

Electronic Signature

You've successfully created an investment account!

Something went wrong

Update onboarding answers

First, let's get to know you

Where do you live?

Tell us about your finances

Almost there! A few more details

Required regulatory disclosures

Last step! How will you fund your account?

Vestie Agreements and Disclosures

Alpaca Customer Agreement

Electronic Signature

You've successfully created an investment account!

Something went wrong

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