Luna Wealth Account Type

　　Luna Wealth offers different types of accounts for its clients, catering to both individual and legal entities. The account types include:

• Individual Account: Designed for individual clients, this account type allows personal investment activities.
• Entity Account: This is for legal entities, such as companies, and must be related to an individual account in the hierarchy. It is essential to know the beneficial owner of the legal entity.
• Company Account: This account is specifically for legal entities (company accounts) and can be created to form proprietary (prop) or omnibus portfolios.

　　To create an account, users must have the necessary permissions to create, view, and modify accounts.

　　

Luna Wealth Broker Account Opening Process

　　To open an account with Luna Wealth, follow these steps:

• Access the Account Section: Go to the "Accounts" section on the Luna Wealth platform.
• Create Account: Click on the "+" icon located on the right side.
• Select Account Type: Choose either "Individual" or "Entity" as the account type.
• Fill in Required Information: Complete all required fields marked with an asterisk (*). For individual accounts, provide general information and address. For entity accounts, select a parent account and ensure the "LEI" code consists of 20 characters.
• Save the Account: Click the "Save" button if the account is configured correctly. If changes are needed, use the edit option.

　　For further details on the account management process, visit the Luna Wealth Account Management Overview.