Onboarding to Wealt is designed in a tiered fashion, when you join you are required to complete a simple few steps to set up your profile. Before proceeding to the creation of an investor profile and KYC check steps.
By FCA rules, we are obliged to make sure that you are aware of the risks and to collect some information about you including:
Your personal information
Investment experience
Preferences
What can you do without completing your profile? Application access is restricted.