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.
Be 18 years old or older
Hold a bank account with a financial institution
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].