How do I initiate a new investment?
Supported onboarding platforms and how to find the right process for you.
How you start a new investment depends on who you are and, for advisors, which firm you work with. If you're not sure which process applies to you, contact your U.S. Energy regional wholesaler for guidance.
Onboarding options we support
|
Option |
Walkthrough video |
|---|---|
|
Venture.Co |
|
|
AIX |
|
|
Altigo |
Contact your back office for support |
|
Paper documents |
Available in limited cases, contact your regional wholesaler for support |
Which option applies to you
- Broker-dealer registered representatives: Broker-dealers often set the preferred onboarding platform at the firm level. Check with your firm, or contact your regional wholesaler.
- Investment advisor representatives (IARs) and Direct Investors: Contact your regional wholesaler for guidance.