Simple Steps To Get Started

Start creating your bond cash flow streams today. Currently only accepting accredited investors.

1. Sign up

Create your LatticeFi account. This is where you can access bond prices and information, your watchlists and portfolio positions. No credit card needed.

Create a Settlement Account

LatticeFi partners with Amstel Securities as a settlement agent and Pershing as their custodian. All funds are kept only with Pershing. Neither Lattice Financial nor Amstel Securities will hold or have access your funds.

KYC Process

Our partners comply with rigorous onboarding rules as required by law. But don’t worry, our digital KYC makes it easy for you to join without any tedious paperwork.

Trade: Request a Live Quote

Once your account has been opened by Amstel and Pershing, you will be enabled to trade.

Portfolio Management

Your bond portfolio dashboard will automatically track your gains including accrued interest. You may set price alerts to help monitor prices.

AI Assisted Advisor

Ask AIDAN, your AI portfolio partner, for insights about your portfolio or specific bonds. Never stop learning.

GET STARTED

CUSTODIAN AND SETTLEMENT AGENT

Trusted Global Custodian

We apply a robust external verification system that meets the standards of the best global financial firms. We give utmost importance to the protection of your identity and your money.

Amstel Securities, licensed by the MAS, ensures the secure holding of your assets under your own name at Pershing, a renowned global custodian service provider. Functioning solely as a settlement agent, Amstel Securities, along with LatticeFi, a data platform, maintains a strict protocol, ensuring that neither entity has access to your funds.