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The Capital Desk Onboarding
Welcome to TIA Capital Desk. This intake takes about 4 minutes.
Email address
*
Full name
*
WhatsApp number
*
Country of residence
*
Date of birth
*
Current investable portfolio size
*
A
Under $1,450
B
$1,450–$7,250
C
$7,250–$21,750
D
$21,750+
Primary investment goal
*
A
Growth
B
Income
C
Capital preservation
D
Retirement
Risk tolerance
*
A
Conservative
B
Moderate
C
Aggressive
Platforms you currently use
*
Bamboo
Risevest
Trove
Cowrywise
PiggyVest
Other
Payment details
Click here to access the TIA Finance Desk for payment
Billing:
quarterly, in advance, per your portfolio tier.
Agreement 1
*
I understand a formal service agreement will follow separately via Clara or direct email, and I agree to review and sign it before service begins.
Agreement 2
*
I understand TIA is an education/advisory service and is not currently SEC- or CBN-licensed.
Submit
