Selects gift amount + chooses ETF (VOO / QQQ / DIA)
Payment processed via Shopify Payments + order record created + unique redemption code generated
Receives order notification via Shopify + creates redemption record associated with the gift + coordinates physical gift box fulfillment
Scott Capital Holdings, LLC
Enters redemption code + confirms ETF selection
Alpaca performs KYC verification + Alpaca creates brokerage account + account status returned
Gift funds credited to an Alpaca-custodied brokerage account + cash available for investment
Custody: Alpaca Securities LLC (FINRA Member / SIPC Protected)
Alpaca executes ETF purchase order + shares credited to giftee's account + trade confirmations and account statements issued by Alpaca
Selects gift amount + chooses ETF (VOO / QQQ / DIA)
Payment processed via Shopify Payments + order record created + unique redemption code generated
Receives order notification via Shopify + creates redemption record associated with the gift + coordinates physical gift box fulfillment
Scott Capital Holdings, LLC
Enters redemption code + confirms ETF selection
Alpaca performs KYC verification + Alpaca creates brokerage account + account status returned
Gift funds credited to an Alpaca-custodied brokerage account + cash available for investment
Custody: Alpaca Securities LLC (FINRA Member / SIPC Protected)
Alpaca executes ETF purchase order + shares credited to giftee's account + trade confirmations and account statements issued by Alpaca