Pre-check – Make sure you qualify as an SEC-accredited investor and that your shares are freely tradable (no Rule 144 restrictions).
Get allocation details — Craft sends you a subscription packet showing how many Pod units your shares will purchase at the next trade date (usually the first business day of the month).
Transfer your shares — Instruct your broker to DTC-transfer the shares to the Pod’s custodial account at Bank of America.
Final pricing — Your shares are valued at the VWAP (volume-weighted average price) on the trade date; units settle two business days later.
Confirmation — You’ll receive a trade confirmation and a capital account statement showing your unit balance and updated tax basis.
Please read our full disclosures before making an investment decision.