Request RIA Access

Multi-seat firm access with manual review. Approved firms get a one-month free trial before the first quarterly invoice ($7,500/quarter minimum, covering 5 seats).

Firm Name

Firm Website

Firm Email Domain The bare domain your team's email addresses use (no '@' or 'https://').

SEC / FINRA / CRD / IARD Identifier (optional but encouraged) Helps us verify your firm faster. Leave blank if not applicable.

Administrator Name

Administrator Email

Administrator Phone

Is the administrator an investment advisor / subscriber?

Expected Number of Seats / Advisors 5-seat minimum billed regardless. Firms under 5 still pay the 5-seat floor.

Notes (optional)

Manual review. Expect a response within a few business days.