Your information
Most investors finish in about 10 minutes. Your progress is saved automatically.
All fields are required unless marked optional.
No funds are transferred here. You’ll review everything before signing.
Questions? Contact investor relations
Your investment
Tell us how much you'd like to invest in Freedom Fund X. You can adjust this before you sign.
Minimum is $100,000
About you
As it should appear on your subscription agreement.
Not a U.S. person?
We can still work with you — international subscriptions need a Form W-8 instead of a W-9, which we handle directly rather than online. Carter will walk you through it.
How will you hold this investment?
How the investment will be titled on the subscription agreement.
Enter one side — the other balances to 100%.
They sign right after you — their signing invite goes here automatically.
Exactly as written in the trust agreement.
We never need the full trust document — just these details for the vesting line.
Your IRA is the investor of record, so you sign the agreement and then your custodian countersigns it. Tell us who holds the account so we can send it to them.
Where they receive paperwork. We'll look it up if you don't have it.
Your IRA's reference with the custodian, if you have it handy — it speeds up the paperwork.
You sign directly as trustee or manager — no custodian signature, no waiting on the slow track.
Accreditation
Rule 506(c) requires us to verify accreditation before your subscription is accepted. Nothing to upload today — verification happens after you sign.
One page — your verifier completes and signs it, then emails it to ir@email.freedomfunds.com. The investor-relations team confirms receipt by email.
We send them a pre-filled letter to e-sign — you're copied on everything.
We’ll send the request — your verifier completes the letter and returns it to ir@email.freedomfunds.com on your behalf.
A few confirmations
Standard representations every subscription includes — one screen, no paperwork.
Taxpayer identification
The last thing we need before your agreement is prepared.
The IRS requires a taxpayer ID for your Form W-9 and year-end K-1. It's encrypted in transit and at rest, and reachable only by the team preparing your subscription and tax documents.
Review & acknowledgments
One last look before your subscription agreement is prepared.
Investment
- Amount
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- Class
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About you
- Name
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- Phone
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Titling
- Titling
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- Entity
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- Co-investor
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- Account
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Accreditation
- Qualification
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- Verification
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- Verifier
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Confirmations
- Source of funds
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- ERISA plan funds
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Sign your subscription agreement
Your answers have been merged into the subscription agreement for Freedom Fund X.
You'll review and sign electronically in a secure signing session, then land right back here. Signing takes about two minutes; nothing is final until the fund countersigns.
You'll sign first, then we send the agreement to your IRA custodian to countersign — custodians want to see your signature before they authorize the investment. Signing takes about two minutes; we'll tell you when your custodian signs.
You're all set — we'll confirm next steps.
Your signed subscription agreement is in. Here's what happens from here — we'll email you at each step.
Your signed subscription agreement is in, and your custodian's countersignature is the last piece. Here's what happens from here — we'll email you at each step.
We're finalizing your signature — this can take a moment. You're free to close this page; we'll email you a confirmation shortly.
You're all set — we're preparing your signing email; you'll receive it shortly. Your subscription details are saved, so there's nothing more to do right now.
- Documents signedYour signature is in — this part is done.
- Co-investor signs nextTheir signing invite is on its way; we remind them so you don't have to.
- Custodian countersigns nextWe send the agreement to your custodian — most complete in 5–15 business days, and they may ask you to authorize it on their portal.
- Accreditation verificationYour chosen verification method kicks off — most complete within a day or two.
- AcceptanceOnce verified, the fund manager countersigns and your subscription is accepted.
- Funding instructionsYou'll receive wiring instructions by email from our investor-relations team.
