New Account Application

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Thank you for your interest in the Idoneus Private Portfolio. Idoneus has made a commitment to its high-profile clientèle and owners who have onboarded their most exclusive/off-market asset(s) to provide the highest level of discretion and security. Access to this Private Portfolio is therefore restricted to qualified individuals only, and requires a personalized account.

If you are looking for Idoneus' Public Portfolio, please click here instead.

To apply for access, please follow the steps below:

Step 1: Complete Application Form. Complete the application form below in order to start the account opening process.

You will be prompted to provide Idoneus with proof of financial 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. All information is kept strictly confidential and secure.

Step 2: 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 Idoneus' KYC/AML protocol you do not have to repeat this process again.

Step 3: Review & Approval. After submitting your information, our compliance 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 approved.

IMPORTANT NOTICES:

1. Confidentiality. Unauthorized use and distribution of the information displayed on the private portfolio is prohibited. The ability to copy or download text and images has been disabled. Offenses will lead to immediate termination of account access.

2. Existing Clients. Existing clients of Idoneus do not automatically have access to this Private Portfolio. You will have to meet the qualification requirements, and will have to apply for a separate account to access it.

3. Online Security. It is highly recommended that you take measures to protect your online accounts by implementing several security measures. Please see some critical recommendations here.

SUPPORT:

1. If you require help with the account registration process, please check our Support Hub for user guides and FAQ's.

2. Once your account has been approved, you can log in to your new account with the login / password you create below. For additional security, you will receive a verification code via email each time you log in. 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.

3. If you prefer, instead of uploading your statement of financial capacity below, you can email this directly to [email protected].

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