FAQ
FAQ
FAQ
FAQ
Platform & Product Questions
What is Quantbase?
What is Surmount, and how does it relate to Quantbase?
What is the difference between Quiver and Quantbase?
What strategies are available in Quantbase?
Does Quantbase use AI?
How do you handle security?
What financial regulators is Quantbase licensed with?
Account Management
How do I close my Quantbase account?
How do I stop auto deposit?
How do I change my password if I forgot it?
How do I remove restrictions on my Quantbase account?
Onboarding & Account Access
How long do I need to wait for my onboarding to be completed?
How long does account approval take?
After I connect a brokerage account, how long until I can start trading with those funds?
Deposits, Withdrawals & Funds
Do you have a minimum investment?
How long does a deposit take before reflecting in my account?
How long does it take to divest funds?
How long does it take for my withdrawal to be successful?
How can I switch bank accounts that I make deposits from?
Where is my capital held?
Availability & Eligibility
Is Quantbase available for users outside the U.S.?
Fees & Pricing
How much does Quantbase cost?
Tax Documents
How do I get my tax documents?
Can I still get my tax documents after closing my account?
Common Issues / Troubleshooting
Why does my account show a negative balance?
My deposit is stuck, what do I do?
My account approval is stuck, what do I do?
I'm unable to divest funds, what do I do?
I'm unable to change my password or log in to my account, what do I do?
Still have a question?
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Useful Links
Quantbase, LLC ("Quantbase"), a wholly-owned subsidiary of Surmount AI Inc, is an investment adviser registered with the Securities and Exchange Commission (“SEC”).
By using this website, you accept our Terms of Use and Privacy Policy. Quantbase’s investment advisory services are available only to residents of the United States in jurisdictions where Quantbase is registered.
Nothing on this website should be considered an offer, solicitation of an offer, or advice to buy or sell securities.
Past performance is no guarantee of future results. Any historical returns, expected returns, or probability projections, may not reflect future performance.
Account holdings are for illustrative purposes only and are not investment recommendations.
The content on this website is for informational purposes only and does not constitute a comprehensive description of Quantbase’s investment advisory services. Refer to Quantbase's Program Brochure for more information. Certain investments are not suitable for all investors.
Before investing, consider your investment objectives and Quantbase’s fees. The rate of return on investments can vary widely over time, especially for long term investments. Investment losses are possible, including the potential loss of all amounts invested.
Brokerage services are provided to Quantbase Clients by Alpaca Securities LLC, an SEC registered broker-dealer and member FINRA/SIPC. For more information, see our disclosures.
† Quantbase is an SEC-registered investment adviser. This does not imply any level of skill of training. Investing in securities always involves the risk of loss. Past performance does not guarantee future results, and opinions presented herein should not be viewed as an indicator of future performance.
* These are not, nor intended to be, a testimonial or endorsement of Quantbase's services.
© 2026 Quantbase, LLC. All rights reserved.
© 2026 Surmount AI Inc. All rights reserved.
Copyright © 2026 Quantbase
Useful Links
Quantbase, LLC ("Quantbase"), a wholly-owned subsidiary of Surmount AI Inc, is an investment adviser registered with the Securities and Exchange Commission (“SEC”).
By using this website, you accept our Terms of Use and Privacy Policy. Quantbase’s investment advisory services are available only to residents of the United States in jurisdictions where Quantbase is registered.
Nothing on this website should be considered an offer, solicitation of an offer, or advice to buy or sell securities.
Past performance is no guarantee of future results. Any historical returns, expected returns, or probability projections, may not reflect future performance.
Account holdings are for illustrative purposes only and are not investment recommendations.
The content on this website is for informational purposes only and does not constitute a comprehensive description of Quantbase’s investment advisory services. Refer to Quantbase's Program Brochure for more information. Certain investments are not suitable for all investors.
Before investing, consider your investment objectives and Quantbase’s fees. The rate of return on investments can vary widely over time, especially for long term investments. Investment losses are possible, including the potential loss of all amounts invested.
Brokerage services are provided to Quantbase Clients by Alpaca Securities LLC, an SEC registered broker-dealer and member FINRA/SIPC. For more information, see our disclosures.
† Quantbase is an SEC-registered investment adviser. This does not imply any level of skill of training. Investing in securities always involves the risk of loss. Past performance does not guarantee future results, and opinions presented herein should not be viewed as an indicator of future performance.
* These are not, nor intended to be, a testimonial or endorsement of Quantbase's services.
© 2026 Quantbase, LLC. All rights reserved.
© 2026 Surmount AI Inc. All rights reserved.
Copyright © 2026 Quantbase
Useful Links
Quantbase, LLC ("Quantbase"), a wholly-owned subsidiary of Surmount AI Inc, is an investment adviser registered with the Securities and Exchange Commission (“SEC”).
By using this website, you accept our Terms of Use and Privacy Policy. Quantbase’s investment advisory services are available only to residents of the United States in jurisdictions where Quantbase is registered.
Nothing on this website should be considered an offer, solicitation of an offer, or advice to buy or sell securities.
Past performance is no guarantee of future results. Any historical returns, expected returns, or probability projections, may not reflect future performance.
Account holdings are for illustrative purposes only and are not investment recommendations.
The content on this website is for informational purposes only and does not constitute a comprehensive description of Quantbase’s investment advisory services. Refer to Quantbase's Program Brochure for more information. Certain investments are not suitable for all investors.
Before investing, consider your investment objectives and Quantbase’s fees. The rate of return on investments can vary widely over time, especially for long term investments. Investment losses are possible, including the potential loss of all amounts invested.
Brokerage services are provided to Quantbase Clients by Alpaca Securities LLC, an SEC registered broker-dealer and member FINRA/SIPC. For more information, see our disclosures.
† Quantbase is an SEC-registered investment adviser. This does not imply any level of skill of training. Investing in securities always involves the risk of loss. Past performance does not guarantee future results, and opinions presented herein should not be viewed as an indicator of future performance.
* These are not, nor intended to be, a testimonial or endorsement of Quantbase's services.
© 2026 Quantbase, LLC. All rights reserved.
© 2026 Surmount AI Inc. All rights reserved.
Copyright © 2026 Quantbase
Useful Links
Quantbase, LLC ("Quantbase"), a wholly-owned subsidiary of Surmount AI Inc, is an investment adviser registered with the Securities and Exchange Commission (“SEC”).
By using this website, you accept our Terms of Use and Privacy Policy. Quantbase’s investment advisory services are available only to residents of the United States in jurisdictions where Quantbase is registered.
Nothing on this website should be considered an offer, solicitation of an offer, or advice to buy or sell securities.
Past performance is no guarantee of future results. Any historical returns, expected returns, or probability projections, may not reflect future performance.
Account holdings are for illustrative purposes only and are not investment recommendations.
The content on this website is for informational purposes only and does not constitute a comprehensive description of Quantbase’s investment advisory services. Refer to Quantbase's Program Brochure for more information. Certain investments are not suitable for all investors.
Before investing, consider your investment objectives and Quantbase’s fees. The rate of return on investments can vary widely over time, especially for long term investments. Investment losses are possible, including the potential loss of all amounts invested.
Brokerage services are provided to Quantbase Clients by Alpaca Securities LLC, an SEC registered broker-dealer and member FINRA/SIPC. For more information, see our disclosures.
† Quantbase is an SEC-registered investment adviser. This does not imply any level of skill of training. Investing in securities always involves the risk of loss. Past performance does not guarantee future results, and opinions presented herein should not be viewed as an indicator of future performance.
* These are not, nor intended to be, a testimonial or endorsement of Quantbase's services.
© 2026 Quantbase, LLC. All rights reserved.
© 2026 Surmount AI Inc. All rights reserved.
Copyright © 2026 Quantbase
Useful Links
Quantbase, LLC ("Quantbase"), a wholly-owned subsidiary of Surmount AI Inc, is an investment adviser registered with the Securities and Exchange Commission (“SEC”).
By using this website, you accept our Terms of Use and Privacy Policy. Quantbase’s investment advisory services are available only to residents of the United States in jurisdictions where Quantbase is registered.
Nothing on this website should be considered an offer, solicitation of an offer, or advice to buy or sell securities.
Past performance is no guarantee of future results. Any historical returns, expected returns, or probability projections, may not reflect future performance.
Account holdings are for illustrative purposes only and are not investment recommendations.
The content on this website is for informational purposes only and does not constitute a comprehensive description of Quantbase’s investment advisory services. Refer to Quantbase's Program Brochure for more information. Certain investments are not suitable for all investors.
Before investing, consider your investment objectives and Quantbase’s fees. The rate of return on investments can vary widely over time, especially for long term investments. Investment losses are possible, including the potential loss of all amounts invested.
Brokerage services are provided to Quantbase Clients by Alpaca Securities LLC, an SEC registered broker-dealer and member FINRA/SIPC. For more information, see our disclosures.
† Quantbase is an SEC-registered investment adviser. This does not imply any level of skill of training. Investing in securities always involves the risk of loss. Past performance does not guarantee future results, and opinions presented herein should not be viewed as an indicator of future performance.
* These are not, nor intended to be, a testimonial or endorsement of Quantbase's services.
© 2026 Quantbase, LLC. All rights reserved.
© 2026 Surmount AI Inc. All rights reserved.
Copyright © 2026 Quantbase