How to register a new account for the Private Portfolio?

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Idoneus has made a commitment to owners who have onboarded their most exclusive/off market asset(s) to maintain the highest level of discretion possible. Access to this Private Portfolio is therefore restricted to qualified individuals only, and requires a personalized account. For more information about the Idoneus Private Portfolio, please check here.

Eligibility Requirements

In order to maintain the highest level of discretion, access to the Idoneus Private Portfolio is restricted to qualified individuals only. Here the list of requirements that need to be fulfilled by those seeking access to the Private Portfolio:
 
Proof of Financial Capacity. Requirement to present proof of capacity, in the form of signed letter on company letterhead from either your personal legal counsel, C.P.A. or banking institution, confirming your financial capacity as a High Net Worth Individual and accredited investor. This document will be required in order to submit your application.
 
Proof of Identity. Requirement to complete the Identity Verification protocol. This step is administered by our third-party, FINMA and VQF approved, KYC / AML partner and only takes a few minutes to complete. The purpose of this step is to ensure those who submit documentation are verified as being the individual referenced and to help ensure no bad actors participate within the Idoneus Private Portfolio. *If you have previously completed the KYC/AML protocol already, you do not have to repeat this process again.
 
Commitment to Strict Confidentiality. Unauthorized use and distribution of the information displayed on the Private Portfolio, outside of your key personnel (such as your legal counsel) in order to successfully facilitate a transaction, is strictly prohibited. The ability to copy or download text and images has been disabled. Offenses will lead to immediate termination of account access.

Steps to register a new Account

Step 1: Complete the 'Register a new Account' form.

  1. Please go to the Register new Account page and fill out all mandatory fields.
  2. In the ‘Create a new Login‘ section, enter your email address and a password. The password must meet the following requirements:
    • minimum 8 characters
    • must have at least 1 lower case character
    • must have at least 1 upper case character
    • must have at least 1 special character
    • must have at least 1 numerical character
  3. In the ‘Personal Information‘ section, enter all requested information.
  4. Make sure to select the correct answer regarding the ‘Accredited Investor‘ status, upload your Proof of Financial Capacity statement, and your agreement to the Idoneus Privacy Policy and Terms of Use, as well as to receive communications from Idoneus.
  5. Click the ‘Let’s Get Started‘ buttton.
  6. You will receive an email confirming your account registration form submission. In case you do not find this email in your inbox, please check your Spam folder. To prevent emails from Idoneus landing in your Spam folder, please whitelist the idoneus.io domain in your email application. More info on this, see here.

Step 2: Proof of Identity

If you have not already done so previously, you will be requested to complete the Identity Verification protocol. This step is administered by our third-party, FINMA and VQF approved, KYC / AML partner and only takes a few minutes to complete. The purpose of this step is to ensure those who submit documentation are verified as being the individual referenced and to help ensure no bad actors participate within the Idoneus Private Portfolio.

Step 3: Review and Confirmation by Idoneus

After submitting your information, our team will review your application and follow up with you directly regarding anything else that might be required to complete your registration. This may take up to two business days. You will be notified by email once your account has been opened. 

In case you do not find this email in your inbox, please check your Spam folder. To prevent emails from Idoneus landing in your Spam folder, please whitelist the idoneus.io domain in your email application. More info on this, see here.

Step 4: Log in to your Account

After you enter your email and password to log in to your account, you will be prompted to enter a verification code which will be sent to your email address. 

Verification Code

In case you do not find this email in your inbox, please check your Spam folder. To prevent emails from Idoneus landing in your Spam folder, please whitelist the idoneus.io domain in your email application. More info on this, see here.

IMPORTANT TIPS

1. As for all online accounts, we highly recommend you take measures to protect your online accounts by implementing several security measures. Please see some critical recommendations here.

2. In case you do not find emails from Idoneus in your inbox, please check your Spam folder. To prevent emails from Idoneus landing in your Spam folder, please whitelist the idoneus.io domain in your email application. More info on this, see here.

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