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Status: Unreviewed

Requirements & Eligibility

Who can become an Independent Associate.

Basic Requirements

RequirementDetails
Age18 years or older
Tax IDValid SSN or Federal Tax ID (US)
ResidencyUS (excluding MT, ND, SD, WY) or approved country
Legal statusAuthorized to conduct business
AgreementAccept IA Agreement
FeePay Business License Activation fee

Who CANNOT Be an IA

CategoryReason
Corsair Connect employeesConflict of interest
Vendor employeesConflict of interest
Household members of employeesProximity conflict
Existing IAsOne position per person
Recently cancelled IAs12-month waiting period

US State Restrictions

IAs cannot operate in these US states:

  • Montana (MT)
  • North Dakota (ND)
  • South Dakota (SD)
  • Wyoming (WY)

Re-Enrollment Rules

Former IAs

SituationRule
Voluntary cancellation12-month waiting period
TerminationMay be permanent
Lapsed licenseFollow re-enrollment process

Position Limitations

  • One IA position per person
  • Cannot hold multiple positions
  • Cannot use family member's position

Business Entity Registration

IAs can operate as:

Entity TypeRequirements
IndividualStandard KYC
CorporationArticles + KYB documents
LLCOperating Agreement + KYB
PartnershipPartnership Agreement + KYB
TrustTrust documents + KYB

See KYB Documents Required.

Required Documentation

Individuals

  • Government-issued ID
  • Proof of address
  • Tax ID (SSN)
  • PEP declaration

Business Entities

  • All individual requirements, PLUS
  • Entity formation documents
  • EIN/Tax ID for entity
  • Authorized signatory proof

Jurisdiction Check

Before enrolling, verify:

  • Your country is approved
  • Your state (US) is approved
  • You can legally conduct this business
  • You meet all local requirements