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Investor Onboarding

Account setup & identity

Set up your account details anytime. We collect only non-sensitive information here — your SSN/TIN, government ID, and signatures are completed securely when you e-sign your Aurora account packet.

You can complete this anytime. We collect only non‑sensitive account details here — your SSN/TIN, government ID, and signatures are never entered or stored on this site. Those are completed securely when you e‑sign your Aurora Securities account packet.

Account type

This determines which details we need. You can change it anytime.

An entity account also needs a Certification of Beneficial Owners — we collect each 25%+ owner and one control person below.

For a retirement account, your custodian holds the account; enter the IRA owner as the primary person below.

Primary owner

The person opening (or authorized for) the account.

Joint owner

The second owner on the account.

Entity details

The legal entity that will hold the account.

Authorized signer

Beneficial owners — each individual owning 25% or more

Employment
Regulatory questions

Required for all brokerage accounts.

Are you or an immediate family member an owner of a foreign bank, or do you hold offshore accounts?

Are you or an immediate family member employed by a broker‑dealer, exchange, FINRA, a bank, or another financial entity?

Are you or your spouse a director, officer, or 10%+ owner of a public company, or do you hold control/restricted stock?

Financial profile
Trusted contact

A person we may contact about your account in limited circumstances (FINRA Rule 2165). Optional.

Acknowledgements

Account details saved

Thanks — your non‑sensitive account details are recorded on this device.

Final step (secure): we will prepare your prefilled Aurora Securities account packet. Your SSN/TIN, ID, and signatures are collected only there, through the secure e‑sign packet — never on this website.

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Securities offered through Aurora Securities, Inc. (ASI) — CRD #46147, SEC #8-51322 — member FINRA/SIPC. Gerald F. 'Jerry' Baker, III is a registered representative of ASI (FINRA CRD #7537416). Baker 1031 Investments, LLC is independent of ASI and is not a registered broker-dealer or investment adviser. This page is informational only and is not an offer to sell or a solicitation of an offer to buy any security, or tax or legal advice; any offer is made solely through a sponsor's private placement memorandum following a suitability determination. DST and related securities are speculative and illiquid, for accredited investors only, and involve substantial risk including possible loss of principal. Content subject to registered-principal review.