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Stax Capital · Member FINRA & SIPC · SEC Registered Broker-Dealer

Terms of Use Agreement

DST Hub Digital Account Opening Platform & Associated Web Properties

  • Effective Date:January 1, 2025
  • Last Revised:February 2026
  • Version:2.0
  • Governing Law:State of California

Please Read Carefully — Binding Legal Agreement

These Terms of Use (“Terms”) constitute a legally binding agreement between you and Stax Capital, Inc. By accessing or using the DST Hub platform, staxai.com, or any associated Stax Capital digital property, you agree to be bound by these Terms in their entirety. If you do not agree, you must immediately cease use of the platform. These Terms include a mandatory arbitration clause and class action waiver in Section 18.

SECTION 1

Acceptance of Terms

These Terms of Use ("Terms," "Agreement") govern your access to and use of the DST Hub digital account opening platform, the website located at staxai.com, and all subdomains, applications, features, tools, content, and services provided by or through Stax Capital, Inc. (collectively, the "Platform"). The Platform is owned and operated by Stax Capital, Inc., a California corporation registered as a broker-dealer with the U.S. Securities and Exchange Commission ("SEC") and a member of the Financial Industry Regulatory Authority ("FINRA") and the Securities Investor Protection Corporation ("SIPC") (hereinafter "Stax Capital," "we," "our," or "the Firm").

By clicking "I Agree," "Accept," "Submit," or by otherwise accessing or using the Platform in any manner, you acknowledge that you have read, understood, and agree to be bound by these Terms, our Privacy Policy, our Form CRS, and all other agreements, policies, and disclosures incorporated herein by reference.

If you are accessing the Platform on behalf of a legal entity (such as a trust, corporation, partnership, or limited liability company), you represent and warrant that you have the legal authority to bind that entity to these Terms, and the term "you" shall refer to both you personally and that entity. If you do not have such authority, you must not access or use the Platform.

We reserve the right to amend these Terms at any time. Material amendments will be communicated via email to your registered address or via notice on the Platform. Continued use of the Platform following notice of amendment constitutes your acceptance of the revised Terms. The date of most recent revision appears at the top of this document.

SECTION 2

Description of Services

The Platform provides introducing brokerage services to eligible investors in connection with Delaware Statutory Trust ("DST") and DST 721 UPREIT private placement investments offered under SEC Regulation D. Specifically, the Platform is designed to facilitate the following:

  • Digital account opening for new brokerage accounts with Stax Capital;
  • Collection and processing of investor information required for suitability analysis, identity verification, and Know Your Customer / Customer Identification Program compliance;
  • Presentation of DST private placement offerings for review by eligible investors in connection with their work with a licensed Stax Capital registered representative;
  • Delivery of required regulatory disclosures, including Form CRS, Reg BI Supplemental Disclosure, and offering documents;
  • Collection of electronic signatures on account opening documents, subscription agreements, and compliance acknowledgments; and
  • Secure document upload and management for financial statements, accredited investor verification, and identity documents.

The Platform does not execute securities transactions, hold investor funds or securities, provide investment advisory services, or operate as an investment adviser registered under the Investment Advisers Act of 1940. All DST investments are facilitated in Stax Capital's capacity as an introducing broker-dealer; Stax Capital does not serve as custodian or carrying broker for any investor account.

SECTION 3

Eligibility Requirements

Access to and use of the Platform is conditioned upon meeting all of the following eligibility requirements:

3.1 Age and Legal Capacity

You must be at least 18 years of age and have the legal capacity to enter into binding contracts under applicable law. The Platform is not directed to minors, and we do not knowingly collect personal information from individuals under 18. If we learn that we have collected information from a minor, we will promptly delete such information.

3.2 Accredited Investor Status

Because the securities offered through this Platform are private placements exempt from registration under SEC Regulation D, access to DST investment materials and account opening services is limited exclusively to individuals and entities who qualify as "accredited investors" as defined in Rule 501(a) of Regulation D under the Securities Act of 1933, as amended. By accessing investment-related portions of the Platform, you represent, warrant, and covenant that you meet and will continue to meet the applicable definition of an accredited investor throughout the duration of your use of the Platform.

3.3 U.S. Persons

The Platform and the securities described herein are offered only to U.S. persons as defined under Regulation S of the Securities Act of 1933. The Platform is not directed to persons outside the United States, and we make no representation that the Platform or the offerings described therein comply with the laws of any jurisdiction outside the United States.

3.4 No Disqualifying Events

You represent that you are not subject to any regulatory disqualification that would prohibit you from purchasing securities under Rule 506(d) of Regulation D (the "Bad Actor" rule), including but not limited to a conviction for fraud, securities violations, or other specified offenses.