Investing on someone else's behalf (assistant, representative, POA)

Sometimes an investment is handled by someone other than the investor — an assistant, a family member, a financial representative, or someone with power of attorney. Here's how that works on Wefunder. ## The account belongs to the investor An investment must be made in the name of the actual investor — the person or entity whose money it is and who will own the investment. If you're helping someone invest, the account and investment should be set up in their name, not yours. ## Helping someone invest An assistant or representative can help complete the steps, but the investor's own information — identity, accreditation if required, and payment details — must be used. Investments can't be made in one person's account "on behalf of" a different individual. ## Investing as an entity, trust, or organization If the investment is being made by a company, trust, or fund, see "Investing as an entity" and "How to invest via an entity (trust, fund, or company)." Those cover the entity setup and who signs. ## Power of attorney and similar arrangements If someone holds power of attorney or similar legal authority for an investor, contact us before investing so we can advise on the right setup for that situation. ## Questions? Email updates@wefunder.com and we'll help you set it up correctly. This is general information, not legal advice.