How do I become a Hodl investor?


To become a Hodl investor, it’s important to first meet with our financial specialists at one of our local offices or virtually if preferred. Together we assess the role of digital assets in your investment portfolio. We will also review the necessary documentation, which you can complete at home.

When the verification process is finished, you can transfer the preferred investment to Hodl. On the last day of the month, your investment will officially enter the Hodl funds. Once you become a Hodler, you will gain access to our client portal where you can monitor the performance of your investment. To keep you informed, you will also receive biweekly and monthly updates via our investor newsletter.