Follow selects Leaders that further its goal of fostering a community that embraces diverse people and ideas, creating valuable bonds that allow individuals to fulfill the dream of their own financial future through better money management.
Prospective Leaders are required to complete an onboarding questionnaire that includes the content they expect to produce, their investing approach and their goals. Prospective Leaders also submit information regarding their personal brokerage accounts and are required by Follow's Investment Advisory affiliate (IA) to satisfy Know Your Customer requirements (KYC) and Anti-Money Laundering (AML) requirements. In addition, prospective Leaders also expressly agree to cooperate with background checks and/or credit checks.
Follow and Follow IA conduct a review of the Leader’s submitted information to verify its validity and determine whether the prospective Leader is a good fit for Follow.