Get classified as a Professional Client

How to unlock private markets by submitting a net-wealth statement for Professional Client classification — on mobile or PC.

Updated 16 June 2026

Private Markets are exclusively available to Professional Clients. To unlock them, you need to submit a net-wealth statement and complete a short e-sign. You can do this from the Vault mobile app or from a PC browser.

On mobile

1. Open Invest

Tap Invest in the bottom navigation bar of the Vault app.

Vault mobile app home screen with the Invest tab highlighted in the bottom navigation bar — Tap Invest at the bottom of the screen.

2. Switch to Satellite

Tap Satellite at the top of the Investment Portfolios screen.

Vault app Investment Portfolios screen with Satellite tab selected, showing Private Markets section — Select Satellite to see the Private Markets section.

3. Select a Private Market

Scroll down to Private Markets and tap the one you are interested in.

Vault app showing a list of Private Market portfolios including Apollo and PIMCO funds — Choose the Private Market portfolio you want to invest in.

4. Upload your net-wealth statement and e-sign

Tap Upload a net wealth statement, follow the prompts to upload your document, then complete the e-sign.

Vault app Professional Client assessment screen listing steps: K&E questionnaire, upload net wealth statement, and sign the declaration — Upload a net-wealth statement exceeding $1,000,000 (excluding primary residence and pensions), then sign the declaration.

Vault app Professional Client declaration modal with a field to type your name to sign electronically — Type your full name as shown to sign the Professional Client declaration electronically.

On a PC browser

1. Open Invest

Click Invest in the left-hand sidebar of the Vault dashboard.

Vault web dashboard with the Invest option in the left sidebar — Click Invest in the left-hand navigation.

2. Switch to Satellite

Click Satellite at the top of the Investment Portfolios screen.

Vault web app Investment Portfolios screen with the Satellite tab selected — Select Satellite to reveal the Private Markets section.

3. Select a Private Market

Scroll down to Private Markets and click the portfolio you are interested in.

Vault web app Private Markets section showing Private Equity, Private Credit, Private Infrastructure, Venture Capital, Hedge Fund, and Private Estate tiles — Choose a Private Market portfolio from the available options.

4. Click “Unlock Private Markets”

On the portfolio detail page, click Unlock Private Markets at the bottom of the screen.

Vault web app portfolio detail page for Ares Infrastructure Fund with an Unlock Private Markets button at the bottom — Press Unlock Private Markets to begin the Professional Client assessment.

5. Upload your net-wealth statement and e-sign

Click Upload a net wealth statement, complete the upload, then e-sign the declaration.

Vault web app Professional Client assessment checklist showing K&E questionnaire completed, and upload net wealth statement and sign the declaration still pending — Upload a net-wealth statement exceeding $1,000,000 (excluding primary residence and pensions), then sign the declaration to complete your assessment.