Buying Shares

Buying a Drop

  1. Locate an asset you want to buy under "Drops".

  2. Tap "Buy Shares."

  3. Enter the number of shares you wish to buy and tap "Review."

  4. You will need to sign a DocuSign subscription agreement.

  5. Once you finish with DocuSign, you will be able to review your order. Tap "Confirm" to complete your purchase.

  6. View your new shares on your Portfolio screen.

Buying from Trading

  1. Fund your cash account.*

  2. Locate an asset you want to buy, either in "Trading" or "Drops."

  3. For drops, tap "Buy Shares." For assets that are trading, Tap “Trade” and select “Buy.”

  4. Enter the number of shares you wish to buy.

  5. Enter a bid price, or the maximum price per share you are willing to pay.

  6. Review your buy and tap “Submit.”

  7. Your order will be added to the order book and you will be notified when your order is executed. More details on this in our Trading FAQ.

  8. Funds for the shares are debited from your cash account when the order is executed.

  9. View your new shares on your Portfolio screen.

*We recommend funding your cash account 3-5 business days before use to allow the funds to settle.

Selling Shares

  1. Tap your portfolio page and confirm you have shares to sell.

  2. Locate an asset you own, tap “Trade” and select “Sell.”

  3. Enter the number of shares.

  4. Enter the minimum price per share you are willing to sell for.

  5. Review your sell and tap “Submit.”

  6. Your order will be added to the order book and you will be notified when your order is executed. More details on this in our Trading FAQ.

  7. Funds will be transferred to your cash account.

  8. View your updated holdings on the Portfolio screen.

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