Can an assistant or representative invest on someone else's behalf?

Investments must belong to — and be recorded in the legal name of — the **beneficial owner** (the actual investor, or the entity that is investing). Who physically clicks through the flow matters less than whose account and legal name the investment is made under. ## If an assistant uses the investor's own account We don't specifically encourage others to complete investments for an account owner, but if the owner chooses to share their login credentials with an assistant, that's at their discretion. The investment is **attributed to the account owner** (or the entity) regardless of who initiates it. ## If a representative is acting on the investor's behalf A third party **cannot sign the subscription agreement for someone else without a valid Power of Attorney (POA)**. If an assistant or representative holds a valid POA, they may proceed — but the investment must still be recorded in the **legal name of the investor or entity** (for example, the trust's name, not the assistant's). Please contact your Account Manager so we can facilitate this correctly. Without a POA, the investor must complete the investment flow themselves. ## Investing as an entity For entity investments (LLC, trust, etc.), the account and subscription agreement must reflect the **entity's legal name and EIN/SSN** — not an individual's personal account. If you need help setting up an entity account, reach out and we'll assist.