A clear and structured path from entry to capital access. Defined steps. Transparent oversight. Full investor control at every stage.
Aurian's onboarding process is designed to be straightforward, transparent and fully under the investor's control.
Your funds never leave your account. You simply authorise a trade replication link at the broker, so the strategy's positions are automatically mirrored in your account. From initial alignment to live operation, the entire process typically takes less than five business days.
Review the investment framework, set expectations and confirm your intention to proceed. This is where questions get answered.
Register and create a personal account with the selected regulated broker and complete identity verification (KYC).
Create the dedicated PAMM investor account required to link your capital to the Aurian portfolio.
Transfer capital from your bank or crypto wallet to your brokerage account and allocate your PAMM account.
Within the broker platform, allocate capital to the Aurian systematic portfolio via the PAMM arrangement.
Review and electronically sign the required agreements with the broker.
Track performance and portfolio activity in real time through your brokerage dashboard. You are always in control.
Aurian does not impose lock-ups or withdrawal restrictions. Your capital is yours, accessible when you want it.
Request a reduction of your allocation within the Aurian portfolio. No notice period required.
Funds are transferred from the portfolio back to your personal brokerage account.
Initiate a withdrawal from your broker to your linked funding provider, such as Revolut or Wise.
Funds are credited to your account. Typically within 72 hours depending on broker settlement timelines.