> For the complete documentation index, see [llms.txt](https://docs.allocations.com/llms.txt). Markdown versions of documentation pages are available by appending `.md` to page URLs; this page is available as [Markdown](https://docs.allocations.com/why-allocations/investor-brokerage-accounts.md).

# Investor Brokerage Accounts

Brokerage Accounts is where you add the accounts that receive shares when a vehicle distributes them. Each account belongs to one identity.

Select the identity on the left and fill in the form on the right.

![](https://content.gitbook.com/content/9IirLidzibYpEfSBave3/blobs/mpH0d1HOLhXnCfaEtUwt/Unknown%20image)

1. **Identity list** Lists each identity with its type and country; select one to add a brokerage account to it.
2. **DTC Number** Identifies your broker, chosen from the required list of DTC participants.
3. **Add your broker** Lets you enter your broker by hand when it sits outside the list.
4. **Brokerage Firm Name** Holds the required name of the brokerage firm.
5. **Account Number** Holds the required account number at that firm.
6. **Account Name** Holds the required name on the account, which should match the selected identity.
7. **Additional account information** Holds any further details the firm needs to receive securities.
8. **Create Brokerage Account** Saves the account and adds it to your list.

### **What a brokerage account is**

A brokerage account is an account at a broker that holds shares and other securities. When a vehicle pays investors in shares, the shares are sent to this account.

> **Add your brokerage account early.** When a vehicle distributes shares, they go to a brokerage account, so add yours before a distribution is announced.

### DTC Number routes the delivery

The DTC Number identifies your broker with the Depository Trust Company (DTC), which handles share transfers in the United States. Choose it from the list, or select Add your broker to enter it by hand.

> **Copy the details from a recent statement.** Four of the five fields are required, and the DTC number and account number must be exact for the shares to reach your broker.

### Account number and account name have to agree

Account Name should match the identity you selected, because the broker checks the name before accepting shares.

Additional account information is optional, for a sub-account reference or an instruction from your broker.


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