We support most types of entities, including corporations, LLCs, partnerships, and nonprofit organizations. The jurisdiction of formation and principal place of business must be in the U.S and significant beneficial owners must live in the US or the EU. We do not currently provide support for sole proprietorships,* complex trusts, or government entities. We also do not currently support accounts for pension plans, retirement plans, retirement accounts, or securities broker-dealers.
We also support individual and joint accounts, and certain simple individual and joint revocable living trust accounts.
* We do not support sole proprietorships, e.g., an unincorporated business owned and run by one individual with no distinction between the business and owner. We do support LLCs and corporations with a single owner, however.