Who Can Invest
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      1. Roots Knowledge Base
      2. Getting Started
      3. Who Can Invest

      Can I invest through a legal entity (LLC, Trust, etc.)?

      Yes, you can invest in Roots through a legal entity such as a Limited Liability Company (LLC), Trust, or other business structures. 

      1. Legal Entity Types:
        • Roots accepts investments from various types of legal entities, including LLCs, Trusts, Partnerships, Corporations, and other registered business structures.
      2. Tax Identification Number (TIN):
        • The legal entity must have a valid Tax Identification Number (TIN) issued by the IRS. This is necessary for tax reporting and compliance purposes.

      Important Considerations

      1. Legal and Tax Advice:
        • Always consult with legal and tax professionals before making investment decisions through a legal entity to ensure compliance with all applicable laws and regulations.
      2. Management and Control:
        • Ensure that the individuals managing the investment account are authorized to act on behalf of the legal entity and are familiar with its operating agreements or trust documents.