The onboarding questionnaire is a vital first step used to determine your eligibility for Plutus. This includes verifying key details, such as the country your account is domiciled in, to ensure we can provide services in your region.
Onboarding Questions
The current questions included in the questionnaire are listed below:
Please provide your full name.
What type of account are you interested in linking? (e.g. Individual, Institutional)
In which country are your investment accounts held? (e.g. United States)
Do you have an Interactive Brokers (IBKR) account?
What is the size of your portfolio? (USD)
What Provider are you most interested in on Plutus?
If given access, will you start investing on Plutus?
How did you hear about Plutus?
Is there anything else that you would like us to know?
Next Steps After Submission
Once your onboarding questionnaire is submitted, our team will review your information. We will reach out with next steps shortly to proceed with setup if you are eligible to continue.
Plutus Waitlist
If we cannot support your account at this time, for example, if we do not support your market yet, this questionnaire acts as our waitlist. Please know that even if we cannot onboard you now, we will be in touch as soon as your market becomes available.