Otis is available to both accredited and non-accredited investors. Accredited investors are defined in Rule 501 of Regulation D under the Securities Act of 1933, as amended, as individuals who meet certain additional requirements. Accredited investors will be asked to verify their accredited investor status.

Individual Requirements

Technical Requirements

  • A mobile phone number and plan provided by a mobile carrier operating in the U.S.

  • A mobile phone that supports the Otis mobile app (refer to our App Store and Google Play store descriptions for current specifications).

Otis partners with Dalmore Group LLC, a registered broker-dealer and member of FINRA and SIPC, located at 525 Green Place Woodmere, NY 11598. You can review the BrokerCheck for Dalmore here. An up-to-date Dalmore Form CRS is available here.

If you have any questions about how Otis works or your Otis account, please don't hesitate to give our support team a shout on the app or via email at [email protected].

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