At Caleb & Brown, we make it simple for you to transact through entities like LLCs, trusts, SMSFs, or IRAs—all from a single login.
Whether you're looking to separate your personal and business investments or diversify your portfolio through different account structures, we've got you covered.
An entity account could be an LLC, a Trust, a Self Managed Super Fund, or an IRA. For more information about the types of accounts you can create with Caleb & Brown click here.
Why Open an Entity Account?
Flexibility: Manage crypto investments through entities tailored to your financial goals.
Efficiency: Seamlessly access all your accounts from one login.
Control: Diversify your portfolio by transacting through different account types.
In this example, we begin with a Personal account and are applying for our first entity account. If you're yet to open your first account with Caleb & Brown, head here first: app.calebandbrown.com/signup
1. Access Your Profile
Begin by clicking on the profile icon located at the top right of your screen. This will open your profile information.
2. Add a New Account
In your profile menu, select the "Add Account" option. This will initiate the account creation process.
3. Choose Your Account Type
Next, you’ll be prompted to select the type of account you wish to create. Ensure you choose the option that best suits your needs.
4. Complete the Required Information
Fill out the necessary details in the form provided. In some cases, you may also be required to complete a biometric verification. Follow the instructions to ensure all fields are accurately filled.
5. Submission & Onboarding Team Review
Once you’ve submitted the form, our onboarding team will take care of the rest.
6. Receive Confirmation via Email
Once your account has been successfully set up, you will receive a confirmation email. This email will provide details on how to access your new account and the next steps if any.
If you have any questions or need assistance completing the registration form, you can ask our Support Specialist team through the Chat button in the bottom right corner of the webpage.
You can also call our support help desk on +61 1800 849 149 (Australia) or +1 (844) 494 6515 (International), from 9am to 5pm (AEST).
Whenever you're ready, you can click below to get started with your registration.
If you have any questions, or you need assistance completing the registration form, you can ask our Support Specialist team through the Chat button in the bottom right corner of the webpage.
You can also call our support help desk on +61 1800 849 149 (Australia) or +1 (844) 494 6515 (International), from 9am to 5pm (AEST), or request we call you back by submitting an enquiry on our website.