Why do I need my Grant Documents?
In order to determine whether or not your equity is transferrable and can be sold, we'll need to review your shareholder documents.
What if I own multiple classes of stock?
That's fine. If you own multiple classes of preferred stock, please fill out the form with one class. After you complete the form, you'll be able to click "Add Equity Details" and fill out a new form with second class of preferred stock.
What if I can’t find my company?
No worries. Select the choice that shows the text you have input. We'll handle the rest on our end and we'll reach out if we have any further questions.
What’s the difference between Individual, Entity, and IRA?
Individual means you hold shares in your own name. Entity means you hold the shares outside of your own personal name (eg. trust, LLC, etc.). It's also possible (though uncommon) to hold shares in an LLC.
Why does IPOGO need my address (business)?
US anti-money laundering regulations require financial services businesses, like IPOGO, to maintain procedures reasonably designed to verify the identities of our customers. One of the pieces of information we are required to collect as part of these procedures is your address.
