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Investing Using a Separate Entity

Accounts at Linqto start as individual accounts. You have the ability to add entities to your account to act as separate Purchasers, including:

Adding an LLC or similar entity

After verifying that you are an accredited investor in regard to your country’s requirements, you will now be able to submit an entity request for our review. Begin by going to the “Investor Profile” tab of your profile, and once there, scroll to the bottom of the page. Here you’ll see a button that says “I want to add an entity”, and once this is selected you’ll enter the entity request portal.

If you’re looking to add an LLC, or similarly structured entity to your account, you’ll select the “Enterprise” option, and enter all the details of your entity like the example shown below. There are several “Enterprise Type” options that can be selected from the drop down, so be sure to select the one that corresponds to your personal business entity.

Once you proceed, you’ll then add the address of your entity to the second page, and progress to the third page where your supporting documents will be uploaded.

The documentation requested will need to show that you have an ownership stake in the company. This is typically a document like the Operating Agreement or Articles of Incorporation. In cases where there may be more than one managing member, or you’re looking to add an entity that is a partnership, all members will need to be verified as accredited investors and you will need specific authorization from the company that states you can make investments on the company’s behalf.

Once these documents are uploaded, select the “Submit” button to send the entity request to our team. Typically, entity requests are reviewed within 1 business day. Should there be any questions or other information needed, we will be sure to reach out to you.

 

Adding a Trust

The process of adding a Trust entity is like that of an LLC entity. From the “My Portfolio” tab, once again begin by selecting the option of “I want to add an entity”, and from here select the second option of a Trust.

Once you’ve done so, you’ll be brought to a page like the LLC entity setup. Here the details of your Trust will be entered like the example shown below. Once you’ve done this, hit “Next”, and enter the address associated with your Trust. Proceed to the third and final page, where documentation such as the Trust charter can be uploaded.

Revocable vs Irrevocable Trust

If the Trust you are adding is designated as a Revocable Trust, then we will need to see the Trust Charter outlining your status as a Grantor of this Trust for it to be accepted as an entity on the platform.

If your Trust is Irrevocable, then along with the Trust Charter you will need to provide documentation showing that all members of the Trust are verified as accredited investors, or that the Trust holds $5,000,000 in assets.

 

Investing Using a Self-Directed IRA / Solo 401k

Self-directed IRA/Solo 401ks provide account holders greater flexibility in what assets that can hold - particularly alternative investments. Alternative Investments are defined as almost anything that isn’t a traditional product (such as cash, stocks, bonds, ETF, mutual funds) and include things like Private Equity, Hedge Funds, Commodities, Cryptocurrencies, etc. Generally, custodians like Fidelity, Schwab, and Vanguard, do not allow their account holders to invest in such products due to the risks involved or may require a certain level of capital.

If your self-directed IRA provider is not on this list, you’ll need to work with them to determine the following:

  • Consent from the provider to transact with Linqto, including participating in the pre-funded Cash Account model.
  • Overview of the order submission and funding process.
  • Confirmation that your custodian can hold public stock and accept shares via DTC
    • Disclaimer: Please note, this is not always an option post-liquidity event. However, in the event the underlying private company goes public, the investor may have the option to receive shares in kind.

If you work with a major provider like Fidelity or Schwab, you may need to consider a rollover to a self-directed IRA provider to use your retirement funds on Linqto.

 

Adding an International Entity

For members who are based outside the US and own an entity that they would like to invest through, you will select the “Other” option on the entity request page. From here, you will enter the Tax-ID and name of your entity, along with your role.

Proceeding from here, you’ll enter the address of your entity and select the “Next” tab, which will bring you to the document upload section. Here you will upload any documentation you have showing the structure of the entity you’d like to add, as well as outlining your ability to make investment decisions on behalf of the company.

After submitting these documents, your entity request is completed and sent to us for review. For international entities, the timeline is 2-4 business days for our review.

 

Investing as an entity on Linqto

Once your entity has been approved on Linqto, you can now use it as an investment vehicle. To do so, you’ll first need to fund your entity’s cash account.

Once funded, you can begin by selecting the asset you’d like to invest in. Once you’ve done this and have been brought to the Buy Order page, you’ll be able to select your entity as the purchaser rather than your individual account. To do this, select the “Transact As” box under the Payment section, and select your entity.

Once this is selected, your order can be finalized, and the purchase made under the name of your Trust, LLC, or other entity.

 

 

 

Unable to find the answers you're looking for? Contact our Customer Success team here.