How to make a purchase

Now that you've fully onboarded your first investor, click on the shopping cart in the actions column to allocate shares to a client.

This will open up a menu that will allow you to specify the amount to purchase, the account the money will come from, disbursement options, and whether the advisor wants to review the subscription document prior to sending out to their client.

Once you click 'SUBMIT' a review screen will pop-up confirming the purchase

Once you click 'COMMIT CAPITAL' the transaction will be stored and subscription document sent out. Depending on type of custodian selected, the purchase flow may slightly differ if they don't support digital signatures.