Registering State Sales

When you add a new type of investment, you have to register in the states that you are authorized to sell those investments in.

Once you have added the new type, you can register it. For information on how to add a new investment type, reference this page: There are two ways to do this:

Authorized to Sell in All States

If you are authorized to sell this investment type in all states, you can use the Auto registration process. Once you have set up the investment type