Getting Started With Arta Finance: A Step-By-Step Guide

What can you expect when you join Arta? New members have flexible options to get started—whether you prefer exploring on your own or connecting with our Member Success team for personalized guidance. Whichever route you take, we make the experience as seamless as we can.

What can new members expect when they first sign up with Arta Finance?

We ask for a few details like name, legal address, and to certify that you're an accredited investor. Then you can go explore the app and take a look at investments, such as their expected return. As Arta is regulated by the Monetary Authority of Singapore, only members who have gone through KYC can see in-depth information about each investment. This helps keeps fraudsters off the platform and keeps everyone in the Arta community safe. KYC includes submitting documentation to prove your investor accreditation - which is a simple upload of a bank or brokerage account statement, or a payslip. Once your investment accounts are opened, all functions of Arta open up to them. A member can browse detailed investment memos, and invest if they choose it's right for them. They can also access the Arta community, and get some of their investments managed for free by participating. When new members join Arta, they enter a space where high finance becomes accessible through our cutting-edge wealth tech platform. We combine advanced technology with human expertise to ensure a seamless and supportive onboarding experience. You get the best of both worlds—automated convenience when you want it, and personalized guidance when you need it.

Our product team has designed an effortless onboarding process that sets you up for success from day one. While some members prefer to explore the app on their own or jump straight into investing, many value a personalized walkthrough with our Member Success team.

What happens during a "welcome call"? How should members prepare for it?

The welcome call is our opportunity to get to know you and set the foundation for your experience with Arta. We’ll discuss your financial goals, current investments, and any specific objectives you have in mind. It’s a personalized, unscripted conversation, so feel free to be yourself! There's no need to prepare, but if you have questions or thoughts about your financial direction, this is the perfect time to share them.

After the call, our Member Success team remains by your side, offering ongoing support. We’ll connect you with the right experts whether in investment advisory, life insurance, estate planning, or tax strategy. We can answer questions about funding your account or making your investments. We are here to make sure things run smoothly.

We’re committed to responding quickly to all inquiries and acting on feedback. Our aim is to build a product and community that meets your needs and keeps you excited about your financial journey. With strong support from the entire Arta team, we maintain a member-first culture.

What kind of ongoing support can members expect after their initial sign-up and welcome call?

After your initial sign-up and welcome call, we’ll continue to be there with regular check-ins, portfolio reviews, and proactive recommendations that fit your evolving needs. You’ll also have access to a range of resources—from webinars to one-on-one consultations—designed to keep you informed and confident in your financial decisions. We’re here to ensure you always feel supported and empowered in your journey with Arta.

How does Arta foster a sense of community among its members? Are there any events or forums where members can learn, connect and share experiences?

One of the key ways we’re fostering this sense of community is through Arta Lounge, a dedicated space within our platform where members can connect, share, and learn from each other. Having a network of people who truly understand the landscape can significantly enhance both knowledge and access. We want our members to benefit from that same sense of community.