How it works
From invitation to your first login.
Five steps, each reviewed by a person. Nothing is automatic, and nothing is assigned to your account until you are approved.
1
Receive an invitation
RockLake is by invitation only. You'll receive a personal invitation code, often following an introduction from an existing investor. If you don't have one, you can request it.
2
Complete your application
Tell us who you are, where you live, and about your financial position and experience. You'll upload a photo ID and proof of address, and self-certify your status as a High Net Worth or Sophisticated Investor.
3
We review it
A member of our compliance team reviews every application, including your documents, against our anti-money-laundering and suitability requirements. Nothing is automatic.
4
Your account opens
Once approved, you sign in to the client portal. Investments are assigned to your account and appear in a single consolidated view.
5
Follow your portfolio
See holdings across asset classes, with terms and risk ratings, transactions and documents, in one place.
What you will see in your portal
- A dashboard with your total invested and asset allocation
- Each investment's terms and risk rating
- The assumptions behind anything modelled, shown alongside it
- Your transactions, and statements or documents we've added for you
- Amounts in US dollars, in one consolidated view
Portfolio overview
Illustrative exampleTotal invested
$1,000,000
- Alternative Investments30%
- Bonds25%
- Stocks35%
- IPOs10%
Holdings
4
Documents
Statements and agreements
Example only, not a real account. Figures are invented, and nothing here is a forecast, a guarantee or an offer.
Before you apply
Have a photo ID and a recent proof of address to hand. Review times depend on how complete the application is, and we may ask for further information. Investments carry risk, including loss of capital, and nothing on this site is an offer or personal advice.
Questions first? Read the FAQ or contact us.
RockLake is by invitation only.
Have an invitation code? Open your account. If not, request one and we'll be in touch.