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Your personal concierge for the Lightstone DIRECT investing experience

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First Name
Alex
Last Name
Smith
Investment Readiness Checklist
  • KYC / AML Verification

  • Linked Bank Account
  • Completed KYC/AML
  • Submitted Accreditation Letter
  • Signed Subscription Agreement
  • Upload Required Documents (ie. W9)
Complete identity verification (KYC/AML)
Link Bank Account
Sign Subscription Agreement
Submit Accreditation Letter
Upload Required Documents
Your Personal Representative
First Name
Taylor
Last Name
Smith
Email
name@domain.com
Meeting Link
Access Investing Portal
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