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Adding Brokerage Information

How to add your brokerage information to your account

Each exit is unique, so the Linqto Team will keep our investors as informed as possible regarding the potential outcomes, including what distribution option(s) become available, i.e., receiving stock in-kind or cash proceeds, as well as the timeline in which to expect the distribution. 

Often, once an exit event occurs, investors may have the option to have their investments liquidated by our brokerage firm or have their shares received in-kind. If the option to receive shares in-kind is available, and you opt to take advantage of that option (as opposed to liquidating at market value), our brokerage firm will use the brokerage information on file to transfer shares via DTC to your brokerage account. 

 

Brokerage information can be updated any time by accessing this link. 

Alternatively, while you are logged in to your account, if you have made investments on the platform, you will also see the option to add your broker information by accessing your Investor Profile and then clicking on the Brokerage tab. 

Frequently Asked Questions

What if my brokerage isn't listed on the DTC network?

In order for the transfer to take place, your brokerage account must be listed on the DTC network and accept third party transfers. If your current broker does not meet these requirements, please reach out to our Client Success team who can provide you with some potential alternatives. 

Can I send link any brokerage account that I hold?

In addition to requiring a DTC code and acceptance of third-party transfers, the brokerage account linked must also be in the name of the investor on Linqto. This means you cannot link a spouses' broker, or a broker held in an entity's name. If your investments on Linqto are held under an entity, then your linked brokerage must also be held in this entity's name.