Overview instructions for investors for initial and subsequent capital calls
Each of our investment checklists will walk investors throught the process of opening a new IRA, funding it, and directing an investment. Please refere to the checklists for a comprehesive step-by-step guide which can be found in our Investment Hub.
For Investments that Include Capital Calls:
For the initial capital call, upload the initial capital call notice (or sub docs) along with the appropriate investment direction form. When the investor provides instructions, they will need to indicate the full commitment amount along with the capital call amount for the initial call.
For subsequent capital calls, the investor is required to submit a new investment direction form each time. Upload the capital call notice and indicate the amount required.